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.
Polar Capital is looking to expand its number of investment teams, adding it has been encouraged by "unsolicited approaches", after nearly doubling assets under management in its last financial year.
Investors are again warming to Japanese equities due to cheap valuations, a shake-up in the domestic investment market, and rising inflation.
Where are the opportunities from decaying demographics?