Review of Shinzo Abe's prized policy
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...
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...
From Japanese equities to corporate bonds
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.
After a torrid 15 years of deflation, it is time to forget about 'the lost decade' in Japan.
Prime Minister Shinzo Abe won his election comfortably, as many in the market hoped and expected.
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.
Biggest contributor to trust's performance
Japanese ETFs haven been the winners in terms buying
Prime Minister Shinzo Abe won a decisive victory in the snap election he called on 22 October.
Katsunori Kitakura, lead strategist at SuMi Trust, explains why investors have cause to be optimistic following Shinzo Abe's re-election.
Government requires 'boldness' to overcome long-term challenges
Gains for yen and Nikkei 225
Impact on future policy
$4.4bn weekly outflows
Having been to Japan a handful of times, what strikes me most is the juxtaposition of the latest technology paired with old habits.
with Max Godwin, Portfolio Manager of Eastspring Investments – Japan Smaller Companies Fund (the “Fund”)
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...
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.
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...
Promised ¥2trn education package