Japanese equities have earned themselves a reputation over the years as the market everyone loves to hate, writes Trevor Greetham, head of multi-asset, at Royal London Asset Management.
More easing expected
Japan was one of the most popular areas with UK investors in 2015, with some £1.2bn of flows into the IA Japan sector and more than £400m going into the IA Japanese Smaller Companies sector, as investors tried to hone in on those domestic companies benefitting...
Many investors have already written the obituary for Abenomics, but this judgement is far too premature and narrow in its scope.
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
But not on the table for the US
Potential for helicopter money
With yen strength providing a near 25% swing in returns for sterling investors in 2016, Paul Milburn, co-manager of the Lowes multi-asset RHFS Diversified Strategy fund, outlines his strategy for protecting against future yen weakness.
Which decisions rocked investors?
Smaller than expectations
Prime Minister Shinzo Abe's goal is to make Japan a country that is admired and respected by Asian and global leaders. This becomes impossible without a strong economy, writes Jesper Koll, CEO of WisdomTree Japan.
Increases ETF purchase programme
As the yen continues to strengthen, Invesco Perpetual's head of Japanese equities Paul Chesson asks if it is nearing the endgame for Japan or if the central bank could make yet another move to strengthen the country's stalled economy.
Index 'substantially' below all-time peak
Neptune's Chris Taylor analyses the outlook for Japanese equities as the country's central bank looks to provide additional stimulus this month in a bid to help stem the yen's strong run.
Improving corporate governance
Baillie Gifford's Whitley: It baffles me why people still use the pre-computer age, price-weighted Nikkei index in Japan
Head of Baillie Gifford's Japan equity team