Japanese stocks are about as cheap on a price to 12-month forward EPS ratio as they have been in many years and are cheaper than many of their global peers.
Four-part Big Question special
Japanese GDP is likely to expand an average 1.7% through March 2019. Growth should be about 1.6% in April through December this year, rising to 1.8% next January through March.
Crunch polls in Colombia, Mexico and Brazil
Outgoing chief to leave in December
Three macro trends should shape the Japanese economy over the next couple of years.
Japan stands to benefit from Trump policies
Higher export volumes have helped Japan's economy continue its improvement, with growth of 1.0% (annualised) during the December quarter.
Corporate profits rebounding
Managed by Raphael Marechal
It has been three years since Prime Minister Shinzo Abe took office and Bank of Japan governor Haruhiko Kuroda launched his aggressive and unconventional monetary policy, characterised by the central bank's enormous balance sheet expansion.
To report to CEO Shibata
Nikko Asset Management has expanded its global fixed income team with the hire of fund manager Holger Mertens from Lazard.
Nikko Asset Management is launching two new strategies in the UK this month, investing in global equities and multi-asset respectively.
Former Barclays UK private banking head David Semaya is to join Nikko Asset Management, as CEO Charles Beazley steps down for family reasons.