Japan

Tournament takes place in Russia

INDUSTRY VOICE: At first glance, Japan appears to be in a sweet spot. A combination of structural reforms, a stable political environment and consistently easy monetary policy has revitalized the country's economy since 2012. The country has also become...

Stronger yen will translate into larger current account surplus

PARTNER INSIGHT: Japanese equity valuations remain attractively valued relative to the rest of the world. As shareholder friendly reform gathers pace, where are the opportunities for active managers in Japan over 2018?

10-year Treasury yield passes 3%

While many investors feel they can time markets, we try to avoid making such macro calls and attempt to identify structurally-inefficient markets.

Dan Carter, manager of the Jupiter Japan Income fund, argues that while Japan will no doubt be affected by a possible US-China trade war, the factors that make Japan an investment opportunity are largely disconnected to the actions of Donald Trump and...

How to find value in Japan

We believe Japan is slowly emerging from its long period of deflation.

Focus on financials