We believe Japan is slowly emerging from its long period of deflation.
Focus on financials
Japanese yen a safe haven
Japanese GDP is likely to expand an average 1.7% through March 2019. Growth should be about 1.6% in April through December this year, rising to 1.8% next January through March.
Subject to shareholder approval
It has begun. Prime Minister Shinzo Abe has started the process to reappoint Haruhiko Kuroda as governor of the Bank of Japan (BoJ) by submitting a request to the Japanese Diet.
The past year has been characterized by very large swings in market sentiment for Japan equities. Increasing market volatility has coincided with short-term news linked to both comfort with and concern for the global cycle.
Japanese equity markets have been tested by global market volatility so far this year.
Unwinding of deflation risks more worrying
Strong month for technology
Previously only run on segregated basis
Corporate governance improving
Ranking of best developed locations
Japanese equities fall
Four partners to step down this year
Upward price pressure may help boost corporate profits
Improved receptiveness to shareholders
Japanese equity indices were among the strongest-performing developed markets in 2017 (the MSCI Japan returned 20% in local currency terms). This robust performance came despite a near 5% appreciation of the yen versus the US dollar.
Strong start to the year for global equity markets
Jesper Koll, head of Japan at WisdomTree, takes a closer look at the 'outlier scenarios' he worries could have large investment implications.
CIO of Japanese Government Pension Investment Fund
The old saying "markets like to climb a wall of worry" proved spot on in 2017, writes Russ Mould, investment director at AJ Bell.