Allianz GI's Simon Gergel explains how changes in macro and micro-economic factors could provide large-cap stocks with a significant boost in the coming years.
Matthew Read, senior analyst at QuotedData, analyses how two different trusts invested in Japan are benefiting - or not - from the country's internationalisation and Shinzo Abe's three arrows reform agenda.
Abe's non-approval rates have risen to match his approval rates, and further political uncertainty will present a large hurdle to progress, says Genzo Kimura, economist at SuMi Trust.
ECB and BOJ set for further stimulus
Recovery from summer sell-off
Latest Lloyds Private Banking survey
Goldman Sachs' David Townshend believes slowing Asian economies and many depreciating currencies in the region bode negatively for the Japanese economy.
Industry Voice: Japan Q&A with leading fund selectors