Japan's economic performance has been mixed - and vested interests are keeping wages down and the labour market tight, explains Hector Kilpatrick, CIO of Cornelian Asset Managers.
How MyFolio has coped with market volatility
Making investment predictions will be 'treacherous' in 2015 given the risks in the geopolitical environment, according to Ruffer investment directors Hamish Baillie and Steve Russell.
Indian equities stood out in Asian trading overnight after the Reserve Bank of India (RBI) announced a surprise cut to interest rates in order to combat falling inflation.
This year will see investors finally lose faith in the notion that policymakers are in control of global economic events, according to 'permabear' investor Marc Faber.
Hideto Yamamoto, chief executive officer & chief investment officer at DIAM International, explores what Japan needs to do if the Topix is to pass 1,800 for the first time since 2007
Another bruising year for investors?
In 2014, Japan unleashed a radical stimulus package, fell back into technical recession, and saw a tentative economic recovery stalled by a dramatic sales tax increase.
Conventional monetary policy is "exhausted" and the key challenge for policymakers next year will be stimulating growth, says Threadneedle's Mark Burgess.