Inflation to reach 2% by 2018
Ability to generate uncorrelated returns
When Shinzo Abe first took up his post as Japan's Prime Minister, he did so thanks to his vivid use of language, writes Charles Stanley's John Redwood.
The Japanese stockmarket had been sluggish and trading-orientated in the wake of the yen's recent appreciation, partly reflecting renewed jitters over the Trump risk when it came to the US presidential election, writes Hideo Shiozumi, manager of the Legg...
Japan has been struggling with next to no growth and fighting deflation for more than 20 years, leading to huge monetary and fiscal stimulus and structural reforms, from the 'three arrows' of Abenomics to the central bank's purchase of enormous swathes...
Many investors have already written the obituary for Abenomics, but this judgement is far too premature and narrow in its scope.
Stocks with innovative business models have done well
The Japanese stockmarket has been a major disappointment this year. The adoption of negative interest rate policy by the Bank of Japan in January was supposed to have led to further yen depreciation and sparked a recovering in corporate borrowings.