Since the Bank of Japan surprised markets at the end of January by moving the country’s rates below the zero bound, there has been a lot of speculation about the longer term implications of the move.
Wealth managers appear to be keeping faith with Japanese equities despite the recent poor performance of the country’s economy, according to a survey conducted at Portfolio Adviser’s Japan event.
If Britain decides to stay in the EU it could end up being “significantly more positive” for markets than what is believed now, said Paras Anand, head of European equities at Fidelity International.
The FTSE 100 edged back over 6000 on a wave of positive sentiment triggered by the surprise announcement that Japan has moved to negative interest rates.
With Japan being one of few favoured sons in the equities world at the moment we decided to put two of the best performing Japanese smaller companies funds head to head.
Japanese equities are enjoying their time in the rising sun in terms of the preferences of many investors, but is this a sound move destined to yield rewards or an act of desperation?
Even though doubts over Abenomics are increasing, equities may be in good shape next year.
As we head into 2016 it seems wealth managers will be wrestling over whether to focus more on how to boost returns or how to avoid big losses.
Matthews Asia has expanded its Luxembourg-domiciled UCITS fund range by launching the Matthews Asia ex Japan Dividend Fund.
An increase in monthly manufacturing suggests the possibility for economic improvement after Japan fell into recession in Q3.
Japan falling into a technical recession despite the monetary stimulus measures that have been taken does not mean there are no bright spots in the country, including a booming construction sector.
SuMi TRUST economist Genzo Kimura has forecast a GDP decline of 0.3% will be revealed when Japan publishes figures on Monday.
