The International Monetary Fund(IMF) has warned strong capital inflows into Asia have increased the risks from rapid credit growth and rising asset prices.
Jim Leaviss, head of retail fixed income at M&G, has removed his short position on the yen in his £688m Global Macro Bond fund following the dramatic sell-off in the Japanese currency.
Bond managers have added to risk assets, while shorts on the yen hit a five-year high after the Bank of Japan (BoJ) announced radical monetary easing measures.
Chris Bailey, head of direct global investment at Close Brothers Asset Management, urges investors to look again at Japan as a guide to investing closer to home.
Nick Leeson, the trader whose wrong-way bets on Japanese stocks ruined Barings Plc, is joining a mediation firm to advise Irish borrowers looking to renegotiate debts following the real estate collapse, according to reports.
Japan's currency has fallen to its lowest level against the US dollar since May 2009, as the Bank of Japan (BoJ) shifts to a more radical monetary easing policy.
Global equity markets across the board have posted a strong start to the year, but there have been some clear winners in a quarter which saw many markets rise to multi-year or record highs.
With Japan having announced a long-awaited programme of aggressive easing policies this morning, Artemis Global Select manager Simon Edelsten details four myths about investing in the country.