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.
Db x-trackers has launched two new ETFs that track either the MSCI Japan or S&P 500 indices.
We analyse the best, newest and biggest Japanese equity funds, with commentary from John Husselbee, Chief investment officer at North Investment Partners.
Nomura has paired with hedge fund firm Permal to launch a Japanese equity market neutral fund designed to generate absolute returns with low correlation to major Japanese equity markets.
With a flurry of stimulus activity from the Bank of Japan and a growing desire from investors, Bill O’Neill asks how likely the country is to come out of its deflationary spiral.
Next week Japan will mark the first anniversary of the passing of 16,000 lives, with many more lives ruined and a mammoth undertaking ahead still to rebuild its east coast.
Berry Asset Management has swapped its Japan exposure for a greater allocation to Asia and the US as it widens it hunt for equity income returns.
GLG has announced the intention to soft close both its Japan CoreAlpha Fund and its Japan CoreAlpha Equity Fund from 30 March.
Neil Williams discusses the proposed rise in Japan’s consumption tax and the impact it, and other plans, could have on the Bank of Japan’s purchase of government bonds.
Sam Perry looks at two contrasting examples of Japanese corporate governance before concluding that estimates of earnings growth at 20%+ for the next couple of years is a sign of equity strength.
Japan may have posted the first positive quarter-on-quarter GDP figures for more than a year but there are still too many economic negatives to make it anything other than a good stock-pickers market.
Over the next decade Japanese equities will offer investors the best bet for making money, according to PSigma’s Tom Becket.
