IT managers say Abenomics is on track
The wide-ranging programme to revitalise the Japanese economy and raise its growth rate in the long term, as well as provide short-term stimulus, dubbed Abenomics, is on track.
Bank Of Japan
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Structural reform essential to Japans recovery
Japan cannot rely solely on its depreciating currency to continue to fuel its fledgling recovery, with more emphasis needed on long-term structural reform, according to Jupiter's Japanese equities manager.
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BoJ lunatics have taken over the asylum
Japan's quantitative easing programme is a "disaster in the making" while its central bank has let the "lunatics take over the asylum" with a 2% inflation target, according to GLG's Stephen Harker.
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a view from the bond market
Chris Iggo, CIO, Fixed Income, AXA IM takes a look at the Japanese bond market, the impact of deflation and how the European market could, and maybe should, make moves to follow the far eastern example.
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continue to buy Japan id rather not
The economic stimuli unveiled by the Japanese government may be drawing in equity investors, but not everyone is keen to jump on the bandwagon before seeing if the policies actually work.
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boj shows real change of thinking Gibbs
The Policy Board of the Bank of Japan may have had a very encouraging first meeting under its new Governor though, as Nathan Gibbs argues, it is ongoing structural reform and government policy that will drive any sustainable economic improvement.
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Schroders add unit classes to funds
Schroders is launching sterling-hedged unit classes on four European and Japanese funds in response to fears over currency volatility.
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boj qe heralds return to risky asset investing
The Bank of Japan is under pressure to introduce more accommodating monetary policies, as it did for the three years to early 2006 when investors shifted to riskier asset classes. Sonoko Seo assesses whether history will repeat itself.