Keep your eyes on the road and your hand on the economy – Charles Stanley
Charles Stanley’s John Redwood on how keeping an eye on the auto industry provides a bellwether for the global economy.
Japan
-
-
SHAM: Pity the fool – why I’m late going big in Japan
Striking workers, royal babies, a Tory majority, lefty Labour, tensions with Russia, the unexplained popularity of U2… today’s parallels with the mid-1980s are striking.
-
EM high yield beginning to look interesting – Harwood
Investors riding market volatility on their cash piles can find high yield opportunities in the emerging market income space, says Harwood Capital’s Richard Philbin.
-
PA ANALYSIS: Is there cause for Japanese caution?
The Japanese equity market remains, for many investors their highest conviction overweight. But, over the past few days eyebrows have been raised about the level of growth in the region on the back of stalling exports, compounded by worries about the impact of the recent yuan devaluation.
-
Fidelity Asian Values AMC to drop by up to 15%
Fidelity’s Asian Values is set to undergo changes to its pricing structure that could see the AMC drop by as much as 15%.
-
PA ANALYSIS: Does Toshiba scandal raise Japanese equities alarm bells?
News overnight that one of Japan’s flagship companies Toshiba has been found to have engaged in extremely dodgy accounting over recent years may set off alarm bells for those holding Japanese funds.
-
First State broadens Asian offering with fund trio
First State is to launch a trio of Asia funds as it seeks to establish the reputation of its new Stewart Asia team.
-
Great expectations for Japan
Turnaround stories are an investor’s best friend, and we believe the biggest in the world today is Japan.For more than two decades from 1990, Japan’s economy was beset by the deflating of a major asset price bubble.
-
Nine funds to play Abe’s economic ‘arrows’
Shinzo Abe’s ‘three arrows’ economic strategy is helping to make Japan an attractive proposal, says Richard Philbin, CIO at Harwood Capital, yet an ageing population and a mistrust of reform are obstacles to be overcome.
-
PA ANALYSIS: Will Japan’s gain be China’s downfall?
The Nikkei 225 ended the first half of 2015 at an 18-year high, and after 20 years of deflation there are hopes that the Japanese market is finally taking off.
-
Polar Capital endures difficult 2014-15 as Japan funds falter
Polar Capital endured a difficult 2014-15 as both AUM and profit dropped in the 12 months to 31 March, the firm revealed in its annual report.
-
Japanese rally will not be sustained unless risk aversion reduced
The recent rally in Japanese equities will only be sustained if corporate Japan cuts back on its risk aversion, according to economics consultancy Fathom Consulting.