Japan

Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.

John MacDougall, manager of the Baillie Gifford Shin Nippon fund, explains how Japan's old corporate structure is being replaced with a new era of entrepreneurialism and high-growth focused start-ups

Ruffer's Hamish Baillie and Steve Russell have said Chinese equity markets could soar further as the Hong Kong-Shanghai Stock Connect continues to boost sentiment and trading volumes.

Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.

Election fever, US house prices and reviving Indian industry

Columbia Threadneedle's Sarah Williams argues the real value in Japan may now lie in stocks which are off the beaten track.

Can robotics and retailers rejuvenate Japan?

Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.

Heavily indebted Japan is relying on its largest corporations to boost earnings and lift the country into a recovery phase, according to Neptune's Chris Taylor.

Abenomics in Japan has been a roaring success, and should not be seen as just a quick fix 'sugar high' for markets, according to Neptune's CEO Robin Geffen and chief economist James Dowey.