Abenomics

Eclectica founder Hugh Hendry explains why Japan should still be a mainstay of investors' portfolios, and why he would not be surprised if the country is pushed into more radical actions in the future.

RWC Partners' Corinna Arnold argues that for investors trying to get a handle on underlying trends in Japan, it is worth stepping back and looking at the big picture.

Matthew Read, senior analyst at QuotedData, analyses how two different trusts invested in Japan are benefiting - or not - from the country's internationalisation and Shinzo Abe's three arrows reform agenda.

Abe's non-approval rates have risen to match his approval rates, and further political uncertainty will present a large hurdle to progress, says Genzo Kimura, economist at SuMi Trust.

Goldman Sachs' David Townshend believes slowing Asian economies and many depreciating currencies in the region bode negatively for the Japanese economy.

Kenichi Amaki, portfolio manager at Matthews Asia, argues investors focusing on Abenomics and GDP growth are missing the 'bigger picture' of Japan capitalising on demand from within Asia.

Abenomics is apparently not working: Japan is almost back in recession; Abe's third arrow of structural reform has missed. These are increasingly popular assessments but, in my opinion, are also a severe misdiagnosis, writes Neptune's George Boyd-Bowman....

Neptune's George Boyd-Bowman, manager of the Global Income fund, assesses the impact of Abenomics on corporate Japan.

Japanese stocks well placed to outperform global markets