bank of japan

Stocks with innovative business models have done well

The Japanese stockmarket has been a major disappointment this year. The adoption of negative interest rate policy by the Bank of Japan in January was supposed to have led to further yen depreciation and sparked a recovering in corporate borrowings.

New business opportunities created by structural changes in Japanese society are providing higher growth potential for companies and more options, writes SuMi Trust's Katsunori Kitakura.

Richard Dunbar, investment director at Aberdeen Asset Management, analyses if the latest stimulus measures by the Japanese authorities could herald a second 'new dawn' for the country's economy, or are simply another lost effort

Concerns Japan won't escape "economic doldrums"

Income prospects still strong in Japan

Taken new policy measures

Favour cyclicals

But not on the table for the US

Potential for helicopter money