Uk dividends tumbled 54%
W- or U-shaped recovery predicted
'Impressive stock picking'
Our current view on Japan comprises three main bearish elements, and three bullish ones. We will turn first to the bearish considerations.
Equities flows YTD remain negative
Supporting the ever-increasing ageing population
Mainstream investors are still looking elsewhere
Finding the best opportunities
Profits fall but AUM proves resilient
Is the worst really behind us?
Chairman Anthony Townsend to retire
Fiscal stimulus and central bank intervention possibilities
Deciding how best to ease the UK's coronavirus lockdown is proving as divisive as Brexit.
State stimulus packages unpicked
Japan Equity Alternative UCITS
What markets here can learn from the Land of the Rising Sun
Bullish on world-class Sony and innovative Toyota
There is no doubt companies' sales and earnings are being hit across Japan.
Take forecasts beyond Q2 with a pinch of salt
As ever, looking at Japan from a Bull/ Bear point of view proves to be a challenge.
Direct exposure to China up to 5%
As Covid-19 sweeps across the globe, a recession looks unavoidable.
Alongside the rest of the world, Japan is facing some trying headwinds in the face of the coronavirus.
Individual holdings breach limits