Will China’s weakness derail global growth?
Bad news for China doesn’t have to be bad news for Asia overall
Japan
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Postcard from Japan: Stepping away from Tokyo to capture entrepreneurial spirit
Japan could be emerging from its post-bubble torpor, according to Zennor AM’s David Mitchinson
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Undervalued Forgotten Opportunities: Three UFOs for asset allocators
MGIM’s Matt Connor discusses unloved opportunities in the UK, Japan and among Asian small caps
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SuMi Trust’s Suzuki: Using Japanese stocks to capture India’s growth
SuMi Trust’s Tatsuya Suzuki discusses how investors can overcome barriers to entry to capitalise on India’s growth
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A tsunami of yen: Could a Japanese policy shift spark a global bond sell-off?
Cardano’s Corné van Zeijl and David Goldberg discuss the global impact of rising inflation in Japan
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Coupland Cardiff rebrands to Chikara Investments
Following retirement of founders Richard Cardiff and Angus Coupland last year
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SJP makes raft of management changes to funds in new ‘global’ approach
Changes signal a more global, multi-manager approach
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Value in Japan? Where investors can still find mispriced opportunities
Fund managers discuss where they are finding the most attractively-valued stocks
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Japan: Will it be different this time?
Axa IM’s Temperley and Premier Miton’s Greenwood on whether investors should be paying more attention to the region
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JP Morgan Japanese IT has ‘begun to recover’ after bruising 2022
Multiple portfolio changes in six months to 31 March
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Zennor AM launches Japanese equity income fund
The new offering will be managed by James Salter and David Mitchinson
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Ten reasons to reconsider investing in Japan
Post-pandemic it is possible to make a good argument that bearishness is overdone