Japan

Kenichi Amaki, portfolio manager at Matthews Asia, describes three groups in the Japanese equity market that he believes can offer the best growth opportunities

Legg Mason manager says second stage of recovery reached

New reforms by PM not favoured by all

Scott McGlashan, manager of the £685m JOHCM Japan fund, questions why cyclical stocks have stood on the edge of the dance floor while 'dull' bond proxies are strutting their stuff.

Are Japanese stocks in bubble territory?

Improving corporate governance adds to appeal

Gold suffered largest drop in sentiment

Strategists, asset allocators and fund managers reveal their best ideas for the months ahead as the second half of the year begins in earnest.

Pictet Asset Management has upgraded its European exposure to a full overweight, following the resolution of a Greek bailout deal and positive expectations for future earnings.