chelsea japan will be 2013 contrarian play
Japan has been tipped by Chelsea Financial Services as the contrarian bet for 2013, if this week’s election sees the LDP opposition party gain power.
Japan
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japan election offers market recovery hope
Persistently weak performance in the Japanese stock market has put asset allocators off becoming too bullish on the country, but Psigma’s Tim Gregory suggests conditions could soon change.
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japan heads towards recession
Japanese GDP contracted during the third quarter of the year, heightening concerns that the world’s third-largest economy is heading back into recession.
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JP Morgan Japan Fund names new manager
David Mitchinson has left JP Morgan Asset Management and his Japan Equity Fund is to be run by Robert Lloyd.
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Fidelity asks Buffett to run its Japan fund
Mark Buffett is to take over the management of the Fidelity Japan Fund in place of Ron Slattery.
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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.
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Db x-trackers launches Japan index ETF
Db x-trackers has launched two new ETFs that track either the MSCI Japan or S&P 500 indices.
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japan eq may surprise significantly to the upside
We analyse the best, newest and biggest Japanese equity funds, with commentary from John Husselbee, Chief investment officer at North Investment Partners.
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nomura launches market neutral japan
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.
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Japan currency and stock market linked
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.
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one year on and a fresh narrative for japan
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.
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berry looks east and west for equity income
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.