Japan
Five years of Abenomics: Five charts that matter
Review of Shinzo Abe's prized policy
Industry Voice: It can pay to be out of fashion
It can pay to be out of fashion. An investment in out of favour stocks can be emotionally hard and requires patience, but is usually the most rewarding. The allure of the latest market theme may appear to gratify a range of our emotions associated with...
Industry Voice: Japanese Companies Are Already Delivering
Recent improvement in the Japanese economy - recording a sixth consecutive quarter of growth in Q2 2017 - has again raised hopes that, together with an improving global economy and Bank of Japan stimulus, this could be the catalyst for the long-awaited...
Gallery: Whitechurch's top ten investment themes heading into 2018
From Japanese equities to corporate bonds
The most innovative sectors to back in Japan
Look at the data and it is clear that the Japanese economy is showing signs of healthy growth in Q3 of annualised 1.4% in real terms.
Moving on from Japan's 'lost decade'
After a torrid 15 years of deflation, it is time to forget about 'the lost decade' in Japan.
Redwood: In a world of expensive shares, we still find value in Japan
Prime Minister Shinzo Abe won his election comfortably, as many in the market hoped and expected.
Industry Voice: Patience is a virtue for contrarian stock pickers in Japan
This year has been characterized by very large swings in market sentiment for Japan equities. Increasing market volatility has coincided with shorter term news flow linked to the "comforts" and "concerns" for the global cycle.
Ruffer: The 'intensely interesting' opportunity in Japan
Biggest contributor to trust's performance
Is this the start of a fright flight? The ETFs topping the performance and flows charts in October
Japanese ETFs haven been the winners in terms buying
Legg Mason's Shiozumi: Why Abe's 'bully pulpit' will revitalise Japan
Prime Minister Shinzo Abe won a decisive victory in the snap election he called on 22 October.
Japan election verdict: Uncertainty calmed as landslide victory guarantees the future of Abenomics
Katsunori Kitakura, lead strategist at SuMi Trust, explains why investors have cause to be optimistic following Shinzo Abe's re-election.
How positive is Abe win for Japanese equities?
Government requires 'boldness' to overcome long-term challenges
Japanese stocks rise on Abe's landslide election victory
Gains for yen and Nikkei 225
What does another Abe victory mean for Japan?
Impact on future policy
Japanese equity funds see record outflows ahead of snap election
$4.4bn weekly outflows
Coram's Sullivan: J Coin is step in the right direction for Japan
Having been to Japan a handful of times, what strikes me most is the juxtaposition of the latest technology paired with old habits.
Industry Voice: Unlocking value in Japan smaller companies
with Max Godwin, Portfolio Manager of Eastspring Investments – Japan Smaller Companies Fund (the “Fund”)
Why the outlook for commercial property remains healthy
As we approach Q4 2017, we believe commercial real estate should continue to see healthy operating fundamentals in most global markets amid solid economic growth, steady job creation, reasonable new supply levels, and monetary conditions that are likely...
Japanese valuations remain attractive despite strong performance
Despite good absolute performance in the Japan equity market year-to-date, valuations remain attractive both on a cash earnings yield and a price-to-book basis compared to other major markets.
Industry Voice: Abe's Corporate Governance Reforms Unleash Japan's Potential
Japan is a nation famed for its culture and traditions. Unfortunately for investors, this has often meant higher corporate savings and meagre returns. Now, however, governance reforms by Prime Minister Shinzo Abe could be changing this, as Japanese companies...
Japanese PM Abe calls snap election amid rising North Korean tensions
Promised ¥2trn education package
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