Japan

Industry Voice

Industry Voice: Uncovering hidden gems in Japan

Tokio Marine Asset Management, as a locally-based bottom-up stock selector, offers a different perspective on the widely held market perceptions of Japan and presents an alternative view which some investors outside of Japan may not have been aware of...

clock 27 June 2016 • 6 min read

Asia

Where are the 'cheap' valuation opportunities in Japan?

Japan is out of favour, especially with foreign investors, and the market has sold down amid rising global macroeconomic concerns and volatility in returns. In particular, investors have shunned stocks where earnings are perceived to be cyclical or volatile...

clock 17 June 2016 • 2 min read

Asia

How are Japanese companies becoming better stewards of capital?

Improving corporate governance

clock 16 June 2016 • 2 min read

Wealth managers

Baillie Gifford's Whitley: It baffles me why people still use the pre-computer age, price-weighted Nikkei index in Japan

Head of Baillie Gifford's Japan equity team

clock 13 June 2016 • 8 min read

People moves

Schroders appoints ex-Nomura CFO as Japan country head

To replace Guy Henriques

clock 10 June 2016 • 1 min read

Asia

Shiozumi: Japan's bull run will last until end of the decade

Helped by new Abenomic reforms

clock 09 June 2016 • 1 min read

Asia

Baillie Gifford expands Japanese range with income fund

Currently yielding 2.5%

clock 02 June 2016 • 1 min read

Asia

Heartwood's Stanes: Why the yen's recent performance is unsustainable

Easy to become 'despondent' over Japan

clock 01 June 2016 • 2 min read

Fund management

Jupiter's Somerville to depart after 11 years

Manager of Japan Income fund

clock 26 May 2016 • 2 min read

Industry Voice

Industry Voice: A closer look at Japanese wage data

clock 25 May 2016 • 4 min read
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