Industry Voice: Chris Taylor discusses the outlook for Japan, explaining why corporates are producing record aggregate profits and profits growth.
Japanese stocks are about as cheap on a price to 12-month forward EPS ratio as they have been in many years and are cheaper than many of their global peers.
Avoiding freezing of US-China ties
The Japanese equity market will resume its ascent, buoyed by favourable political conditions, strong and evolving corporate reforms and continued monetary easing by the Bank of Japan (BoJ).
This week's tables
Unloved for a generation, Japan's equity markets are coming back into favour - and for good reason.
Improving prospects in Japan
Shinzo Abe's landslide victory in last year's presidential election leaves him in an unprecedented position of power and likely to become the longest-serving Japanese premier ever.
Market neutral fund
Explaining the strength of the dollar
New ratings system for younger funds
How important are shareholders to a business? Normally, very important.
New entrants examined
How have they performed this summer?
Economy to thrive despite global risks
Everyone likes low prices, but if I said to you the level of Japanese consumer prices are now at the same level as way back in October 1998, then correctly you would conclude something is not quite right.
Hope amid trade war and Brexit concerns
Identified 'exciting gap in the market'
Contagion risk with US and China trade war
Increased share buybacks
'The biggest threat to global markets'
Global markets have fluctuated since the end of 2017, due to the Federal Reserve's accelerated tightening, trade frictions and European political risks.
Conundrum for investors