japan reconstruction expected to contribute to economic revival
Takashi Maruyama points out that post-earthquake Japan is moving from relief to rebuild and points out some of the investment opportunities it brings about.
Japan
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Asia Pacific and Japan get thumbs up from Whitechurch
Whitechurch Securities has upped its allocation to Asia Pacific including Japan equities.
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JPM launches Japan Market Neutral Fund
JP Morgan AM has launched a Japan Market Neutral Fund for Tokyo-based manager Kaori Tsujino.
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Man Group to further expand GLG capabilities
Man Group is planning to further develop the reach and product range of recent acquisition GLG.
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PA ANALYSIS: A poor Q2 could signal a healthy H2
Q2 GDP figures were abysmally low but ‘base effect’ means that H2 could show signs of improvement.
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Germany benefits as investors seek European returns
European and global ex-US equity funds flocked to Germany in record numbers in July.
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Dotcoms help Japan manager thrive through volatility
LeggMason Japan has returned more than 13% through July and into August.
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Japan a potential value play in Asian real estate strategies
Japanese property investment yields make for a potential value play, according to Barclays Capital.
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PA ANALYSIS: Indices are poor but funds are poorer
Funds in the IMA sector failed to keep pace with the two major indices with positive Q2 numbers.
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Managers opt for Japan and continue to worry about Europe
The monthly BofA Merrill Lynch Fund Manager Survey reports Japan exposure is rising.
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Emerging markets replaced by increased Japan weighting
Simon Gibson explains why he upped his Japanese equity exposure at the expense of emerging markets.
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Are developed economies getting back to normal?
Neil Williams asks whether developed countries’ economies are truly starting to recover.