Japan
Asia
The Japanese stockmarket has been a major disappointment this year. The adoption of negative interest rate policy by the Bank of Japan in January was supposed to have led to further yen depreciation and sparked a recovering in corporate borrowings.
21 October 2016
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1 min read
Europe
Nearly four months have passed since the European referendum and we have read many refer to the current period as 'post-Brexit', writes James Sullivan, director and senior fund manager at Coram Asset Management.
19 October 2016
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4 min read
Asia
Japan's domestic economy still seems to be stumbling along. From one quarter to the next, Japan data watchers have been rewarded with revisions down (FY2016 GDP revised to 0.9%, down from 1.7%) as well as revisions up (Q2 GDP revised up to 0.7% quarter-on-quarter,...
06 October 2016
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2 min read
Asia
Japanese companies are in a good position to deliver attractive returns to their shareholders in the years ahead, writes Reiko Mito, portfolio manager at GAM.
30 September 2016
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2 min read
Asia
New business opportunities created by structural changes in Japanese society are providing higher growth potential for companies and more options, writes SuMi Trust's Katsunori Kitakura.
30 September 2016
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2 min read
Asia
Richard Dunbar, investment director at Aberdeen Asset Management, analyses if the latest stimulus measures by the Japanese authorities could herald a second 'new dawn' for the country's economy, or are simply another lost effort
30 September 2016
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4 min read
Industry Voice
Kenichi Amaki, Portfolio Manager, Matthews Asia
28 September 2016
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5 min read
