Abenomics

Asia

Where are the 'cheap' valuation opportunities in Japan?

Japan is out of favour, especially with foreign investors, and the market has sold down amid rising global macroeconomic concerns and volatility in returns. In particular, investors have shunned stocks where earnings are perceived to be cyclical or volatile...

clock 17 June 2016 • 2 min read

Asia

How are Japanese companies becoming better stewards of capital?

Improving corporate governance

clock 16 June 2016 • 2 min read

Wealth managers

Baillie Gifford's Whitley: It baffles me why people still use the pre-computer age, price-weighted Nikkei index in Japan

Head of Baillie Gifford's Japan equity team

clock 13 June 2016 • 8 min read

Asia

Shiozumi: Japan's bull run will last until end of the decade

Helped by new Abenomic reforms

clock 09 June 2016 • 1 min read

Asia

Heartwood's Stanes: Why the yen's recent performance is unsustainable

Easy to become 'despondent' over Japan

clock 01 June 2016 • 2 min read

Industry Voice

Industry Voice: A closer look at Japanese wage data

clock 25 May 2016 • 4 min read

Asia

'Under-researched' Japan could show economic dynamism again

Investors unconvinced

clock 20 May 2016 • 2 min read

Asia

Why yen strength and stockmarket weakness do not go hand in hand

Negative rates a concern for banking sector

clock 17 May 2016 • 2 min read

Asia

Abe and Kuroda: How successful have Japan's dynamic duo been?

It has been three years since Prime Minister Shinzo Abe took office and Bank of Japan governor Haruhiko Kuroda launched his aggressive and unconventional monetary policy, characterised by the central bank's enormous balance sheet expansion.

clock 09 May 2016 • 2 min read

Asia

Japan: Has the world's third largest economy ended its run at economic recovery?

Inflation below target and rates at negative

clock 04 May 2016 • 2 min read
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