Japan

As shareholder payouts rise to record levels, Tokio Marine Asset Management explores the drivers behind this significant corporate change and why investing in smaller cap names may be the way to maximise access to the trend.

Withdrawal of QE could cause 'considerable fallout'

Corporate backdrop favourable

'Markets should like this'

Kenichi Amaki, Portfolio Manager, Matthews Asia

Second value fund

Japan stands to benefit from Trump policies

Higher export volumes have helped Japan's economy continue its improvement, with growth of 1.0% (annualised) during the December quarter.

Recent geopolitical turmoil and concerns about the Trump administration's ability to enact promised fiscal reforms have led speculators to push up the yen versus all currencies once again.

Improving corporate dynamics