Japan

Gibbs to relocate to London

Eclectica founder Hugh Hendry explains why Japan should still be a mainstay of investors' portfolios, and why he would not be surprised if the country is pushed into more radical actions in the future.

Investment Week asks managers where they believe the best opportunities and key risks lie in the forthcoming 12 months.

Japanese redemption offset flows into convertibles

As 2015 draws to a close, Japan watchers have grown increasingly concerned the country's reform programme, or Abenomics, is failing to kick-start the economy. Despite unprecedented amounts of monetary stimulus, GDP growth estimates for Japan have lagged...

RWC Partners' Corinna Arnold argues that for investors trying to get a handle on underlying trends in Japan, it is worth stepping back and looking at the big picture.

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