Investors concerned that Japan's economic revival has run out of steam should look to the emergence of corporate capex and wage rises for hope, explains SuMi Trust's Genzo Kimura.
GLG has recruited an additional manager for its Japanese equity team following a sharp rise in assets within its Japan CoreAlpha strategy.
Baillie Gifford's Stephen Rodger has argued fellow bond managers are unprepared for Japan-style deflation which is on the horizon in the West.
The weaker yen is proving a drag on consumer incomes, and the real, structural change that will help Japan recovery is yet to be seen. Internationally-diversified market leaders will be the best way to play the market, explains Aberdeen Asset Management's...
Asian markets were mixed overnight ahead of a busy week data-wise, with the impact of Japan's sales tax introduced earlier this year keeping a lid on gains.
This week Japan's prime minister Shinzo Abe returned with a ‘third arrow' plan for structural reform. Wether his plans succeed remains to be seen but other factors mean sustained recovery is on the cards for Japan, says Andrew Rose, manager of the Schroder...
Japan's Nikkei fell overnight as concerns over weak US growth figures hit the country's export sector.