Hideo Shiozumi, manager of the £300m Legg Mason IF Japan Equity fund, expects the Nikkei will rise 50% from its current level to as high as 30,000 over the next few years.
Kevin Corrigan, head of fundamental fixed income at Lombard Odier Investment Managers, explains how conventional market cap indices often leave bond investors exposed to the countries and companies that are borrowing the most.
With Japan's corporate governance improvements now underway, Nicholas Weindling, portfolio manager of the JPMorgan Japanese investment trust, looks at how the region can finally begin to close the gap with Europe and the US and improve its tourism industries...
Lucy Macdonald, co-manager of the Brunner investment trust, says investors need balanced portfolio exposure and valuation discipline to take advantage of short-term opportunities.
Tokio Marine Asset Management examines how an increasing number of upcoming IPOs, such as the one for Japan Post, the country's largest bank and insurer, may impact supply-demand dynamics in an already buoyant Japanese stock market.
Japan is attempting to resurrect its economy, and bringing with it more tourists and eagerly awaited corporate governance reform, says Genzo Kimura, economist at SuMi TRUST
Peter Fitzgerald, head of multi-asset at Aviva Investors, analyses the growth prospects for developed and emerging markets and the impact of future central bank actions.
Pre-tax profits at Polar Capital have dipped 5% after outflows from its Japanese strategies saw the fund house's AUM take a £625m hit.