Japan
Asia
Dalton Strategic Partnership's global head of asset allocation Andrew Dalton is seeing value in out-of-favour Japanese equities and predicts this year they could perform as strongly as in 2005.
07 February 2011
•
Managed funds
Standard & Poor's has downgraded Japan's sovereign debt rating to AA- from AA as the group expects the country's fiscal deficit to remain high in the next few years.
27 January 2011
•
Asia
Threadneedle's chief investment officer Mark Burgess explains why he is selling down emerging market equities and moving from underweight to neutral on Japan.
20 January 2011
•
Investment Trusts
Sentiment towards out-of-favour Japan is beginning to turn, with the market rising 11% since October, said Sarah Whitley, manager of the £168m Baillie Gifford Japan trust.
17 January 2011
•
Emerging markets
Fund manager heavyweights Hugh Hendry and Anthony Bolton have clashed on the outlook for China.
10 January 2011
•
