Government requires 'boldness' to overcome long-term challenges
Gains for yen and Nikkei 225
Impact on future policy
$4.4bn weekly outflows
Five new entrants to the table
Having been to Japan a handful of times, what strikes me most is the juxtaposition of the latest technology paired with old habits.
with Max Godwin, Portfolio Manager of Eastspring Investments – Japan Smaller Companies Fund (the “Fund”)
As we approach Q4 2017, we believe commercial real estate should continue to see healthy operating fundamentals in most global markets amid solid economic growth, steady job creation, reasonable new supply levels, and monetary conditions that are likely...
Despite good absolute performance in the Japan equity market year-to-date, valuations remain attractive both on a cash earnings yield and a price-to-book basis compared to other major markets.
Japan is a nation famed for its culture and traditions. Unfortunately for investors, this has often meant higher corporate savings and meagre returns. Now, however, governance reforms by Prime Minister Shinzo Abe could be changing this, as Japanese companies...
Promised ¥2trn education package
Will host in 2020
Equity markets worldwide keep nudging record highs despite political anxieties - nuclear explosions in North Korea, Brexit implosions in Europe and Trump outbursts in the US.
Fidelity and Man GLG also winners
More 'realistic valuations'
Underperformed other developed markets
Few individual stocks have generated as much excitement this year as the US FANGs: Facebook, Amazon, Netflix, and Google (now Alphabet).
Usage reaching a tipping point
Increased cash weightings
So far this year, we have seen Japan's equity market rising on the back of a supportive global backdrop, a relatively stable currency and healthy corporate earnings growth.
Better outlook for inflation
With many asset classes having been pumped up to high valuations by central bank stimulus, we are concerned that investors are no longer receiving particularly generous rewards for taking market risk.
Japan (Topix) is doing well this year in US dollar terms, up 12% compared to 11% for the S&P 500 and 13% for the MSCI World index.