Macro matters: Tokyo story
Does the longer-term Japanese narrative remain attractive for investors following a recent period of bruising volatility?
Does the longer-term Japanese narrative remain attractive for investors following a recent period of bruising volatility?
Nicholas Price argues that Japan equity valuations are still undemanding
Banking and auto stocks could take a hit as investors plot strategies to counter impact
Global markets, including the FTSE 100, have tumbled again after US indices officially entered correction territory.
European and Asian markets tumbled this morning after the Dow Jones took its biggest hit in six years.
President Donald Trump’s reaction to last weekend’s violence in Charlottesville and Thursday’s terror attack in Barcelona culminated in a major sell-off across developed markets on Friday.
Markets were largely flat on Friday as investors digested the news that Japan has decided not to launch the ‘helicopter money’ that some see as the answer to its economic struggles.
Dean Cashman, head of Japan equities at Eastspring Investments, runs through the ins and outs of exploiting the short-term fluctuations of the Japanese stock market.
Japan investors should forget about ‘Abenomics’ and load up on commodities and China-related stocks, says GLG Japan CoreAlpha co-manager Jeff Atherton.
Rising incomes within the middle class and increasing consumer appetites across Asia will feed back to investors in the Japanese equity market, says Matthews Asia’s Kenichi Amaki.