Japan

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.