Japan: Will it be different this time?
Axa IM’s Temperley and Premier Miton’s Greenwood on whether investors should be paying more attention to the region
Bank Of Japan
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JP Morgan Japanese IT has ‘begun to recover’ after bruising 2022
Multiple portfolio changes in six months to 31 March
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Rising inflation brings Japan back into focus for investors
Yen weakness has masked relatively robust outlook for corporate earnings
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Weekly outlook: Japanese bonds a litmus test for global inflation
Key events for UK wealth managers for the week starting 19 December
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Weekly outlook: Fed leads trio of central bank reports amid slew of inflation data
The key events for UK wealth managers for the week starting 17 June
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Don’t expect Japan’s QE to end anytime soon
Fund managers remain bullish on Japan’s corporate earnings growth as stagnant inflation seems highly unlikely to spur its central bank into unwinding quantitative easing for at least another two years.
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Why Japanese equity rally won’t last
Joel Le Saux, manager of the Japan opportunities fund at SYZ Asset Management, argues the Japanese equity rally won’t last.
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Bank of Japan’s new weapon in inflation fight gets mixed reception
With news overnight that the Bank of Japan has unveiled a new form of stimulus, professional investors and economists reacted with mixed enthusiasm.
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Abenomics hasn’t run out of steam yet – BNY Mellon’s Kashima
Ahead of the Bank of Japan’s policy meeting on Wednesday, BNY Mellon’s Miyuki Kashima argued Abenomics has not run out of steam and despite the negative headlines, there are encouraging signs of economic recovery.
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BoJ’s QE revision – business as usual or a change in tactic?
The mere suggestion of a revision of the Bank of Japan’s monetary policy has already had an impact on government bond markets but the uncertainty surrounding the exact shape of governor Haruhiko Kuroda’s plan has left investors divided on whether genuine returns in the sector are possible.
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Japan GDP miss shows economy is ‘flatlining’
Japan reported annualised GDP growth in the period from April to June of just 0.2%, undershooting modest forecasts of 0.7%.
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It’s time for helicopter money in Japan – Pictet
Unleashing ‘helicopter money’ is a way for the Bank of Japan to repair the damage to its credibility caused by persistently missing its inflation target, according to Pictet Asset Management.
