Jesper Koll, head of Japan at WisdomTree, takes a closer look at the 'outlier scenarios' he worries could have large investment implications.
Review of Shinzo Abe's prized policy
After a torrid 15 years of deflation, it is time to forget about 'the lost decade' in Japan.
Prime Minister Shinzo Abe won his election comfortably, as many in the market hoped and expected.
Katsunori Kitakura, lead strategist at SuMi Trust, explains why investors have cause to be optimistic following Shinzo Abe's re-election.
Government requires 'boldness' to overcome long-term challenges
Gains for yen and Nikkei 225
Withdrawal of QE could cause 'considerable fallout'
World's third-largest economy
Transfixed by Trump, Brexit and Le Pen, it is increasingly obvious that we have all become too addicted to banging on about the macro and politics.
Confidence in the Abe administration
Inflation to reach 2% by 2018
Still lower than other developed markets
Global trade deals
When Shinzo Abe first took up his post as Japan's Prime Minister, he did so thanks to his vivid use of language, writes Charles Stanley's John Redwood.
Looking favourably at Japan
The Japanese stockmarket had been sluggish and trading-orientated in the wake of the yen's recent appreciation, partly reflecting renewed jitters over the Trump risk when it came to the US presidential election, writes Hideo Shiozumi, manager of the Legg...
'Brexit will become Bremain'
Japan has been struggling with next to no growth and fighting deflation for more than 20 years, leading to huge monetary and fiscal stimulus and structural reforms, from the 'three arrows' of Abenomics to the central bank's purchase of enormous swathes...
Regardless of market conditions, active management in the Japanese small-cap market is still able to provide a better return with less volatility when compared to Japanese equity market as a whole.
Sluggish growth and weak domestic spending
Corporates have the 'firepower' to increase dividends
Fed rate hike would strengthen dollar vs the yen