Japan

Expanded to offer sterling, Swiss franc and euro exposure

CEO thinks active management needs promoting

Tokio Marine Asset Management examines how the Chinese economy and Japanese corporates are moving on to their next phases of development and looks at ways to exploit disparities between market perception and reality.

Tokio Marine Asset Management analyses the structural reasons as to why corporate governance matters so much for Japanese corporates and looks beyond booming dividends and share buybacks for new investment ideas.

Seek to benefit from Asian growth

Kenichi Amaki, portfolio manager at Matthews Asia, argues investors focusing on Abenomics and GDP growth are missing the 'bigger picture' of Japan capitalising on demand from within Asia.

Baillie Gifford has appointed Praveen Kumar as manager of the Shin Nippon trust, replacing John MacDougall who moves to take up another role at the firm.

Abenomics is apparently not working: Japan is almost back in recession; Abe's third arrow of structural reform has missed. These are increasingly popular assessments but, in my opinion, are also a severe misdiagnosis, writes Neptune's George Boyd-Bowman....

While it is true Japan's domestic economy remains stagnant with negative real GDP growth for the second quarter 2015 figures, it is important to look beyond the headlines.

Neptune's George Boyd-Bowman, manager of the Global Income fund, assesses the impact of Abenomics on corporate Japan.