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%.
Japan
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Markets flat as Japan leaves helicopters grounded
Markets were largely flat on Friday as investors digested the news that Japan has decided not to launch the ‘helicopter money’ that some see as the answer to its economic struggles.
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Will Abe’s ‘supermajority’ lift Japan?
Whilst we’ve all been focused on Murry vs Raonic, May vs Leadsom, Hamilton vs Rosberg and Corbyn vs Eagle, something quite exciting happened in Japan this weekend: Shinzo Abe won a sweeping victory in Japan’s upper house elections and now holds a ‘supermajority’ that supports a constitutional revision.
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Comgest keeping faith with Japan as it eyes UK market
Investors should have confidence in Japanese equities despite the apparent macro concerns, according to French asset manager Comgest.
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Japan’s bull run just getting started – Legg Mason
The bull run which started in Japan in 2013 is set to continue for the rest of this decade, said Legg Mason’s Hideo Shiozumi.
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Going against the herd – How to find value in Japan
Many companies are mispriced because they are misunderstood. Find out how a disciplined valuation approach is uncovering opportunity in overlooked areas of corporate Japan. This year has been characterized by very large swings in market sentiment for Japan equities. Increasing market volatility has coincided with short-term news linked to both comfort with and concern for…
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Baillie Gifford launches Japan income fund
Baillie Gifford has expanded its Japanese equities offering with the launch of the Baillie Gifford Japanese Income Growth Fund.
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Nikko AM launches new Japan equity fund
Nikko Asset Management has launched the Luxembourg-domiciled Japan Focus Equity UCITS fund, managed by Yuki Watanabe.
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LGIM poised to tap into Japanese fixed income market with Nikko partnership
Legal & General Investment Management (LGIM) and Nikko Asset Management announced on Wednesday the signing of a business cooperation agreement which will expand LGIM’s presence in Japan’s fixed income market and further Nikko’s aims in Europe.
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Micro change in Japan is encouraging but watch the currency – Heartwood
While certain Japanese sectors are benefiting from a promising micro story, currency implications mean Heartwood Investment management is re-hedgeing some of its Japanese equities exposure.
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Abenomics at a crossroads
Japan has been fighting a deflationary battle for much of the past 20 years, despite many attempts to revitalise its economy.
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TOPIX dividends will double by 2018 – Nikko AM
Japanese company profits are performing much better than those in the US or Europe, according to Nikko Asset Management.