fund manager views

Confidence in the Abe administration

Among emerging markets, India has proven to be the most consistent and sustainable investment opportunity over the last three years thanks to its changing fundamentals.

Investors are overlooking the long-term prospects

'Highly selective approach'

Funds overweight cyclicals will see 'best returns'

Healthy IPO market

Proposed fiscal stimulus from Trump

Five factors influencing negative rates

Changing growth model

Dividends and buybacks set to reach ¥18trn in 2017