(Another) new dawn in Japan?
With Japanese equities performing well over the past decade, managers argue it is unfair to suggest the country’s previous ‘new dawns’ didn’t play out
Shinzo Abe
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What investors make of fiscal tightening in Japan
Banking and auto stocks could take a hit as investors plot strategies to counter impact
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This time lucky for Japanese equities?
The re-election of Shinzo Abe as Japan’s prime minister in September triggered a surge in inflows to Japanese equities, but is the country’s strong performance set to continue or are we witnessing yet another false dawn?
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PA ANALYSIS: What Abe’s victory means for Japanese equities
While never in doubt, the strength of victory of Prime Minister Shinzo Abe’s ruling party in Sunday’s snap lower house election exceeded expectations, with the Liberal Democratic Party (LDP) securing more than half the number of lower house seats.
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Why investors should be mindful of a big Abe win in Japan
All eyes will be on Japan this weekend as the country heads to the polls, with the incumbent Shinzo Abe looking set to win a fourth term as prime minister. However, a large victory may not be in the country’s best interest, managers warn.
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PA ANALYSIS: Is a new dawn rising in Japan?
In addition to slashing their underweights in the US to a nine-year low, BofA Merrill Lynch’s latest Fund Manager Survey showed that global fund managers are increasingly regaining their appetite for Japan.
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Abenomics hasn’t run out of steam yet – BNY Mellon’s Kashima
Ahead of the Bank of Japan’s policy meeting on Wednesday, BNY Mellon’s Miyuki Kashima argued Abenomics has not run out of steam and despite the negative headlines, there are encouraging signs of economic recovery.
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Forget ‘Abenomics’ and load up on commodities – Man GLG’s Atherton
Japan investors should forget about ‘Abenomics’ and load up on commodities and China-related stocks, says GLG Japan CoreAlpha co-manager Jeff Atherton.
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Despite momentum jury still out on Japan
According to a report by QuotedData, Japanese-centric trusts accounted for four of the top 10 performing companies in March, but investors remain divided on the sustainability of the recent upturn
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Keeping up with Japan’s change of pace
According to Simon Somerville head of far east equities team, Jupiter Asset Management initial expectations of the scale and pace of Japans third arrow were unrealistic
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SLI on Abe misdiagnosis of Japan ills
SLI said export numbers suggest Abe's government must go further with structural reform