bank of japan

With Japan's corporate governance improvements now underway, Nicholas Weindling, portfolio manager of the JPMorgan Japanese investment trust, looks at how the region can finally begin to close the gap with Europe and the US and improve its tourism industries...

Hiroyasu Sato, chief portfolio manager of the Tokio Marine Japanese Equity Focus Strategy, believes that the impact of the Abe administration/Bank of Japan's macro policy will lessen and now is the time to focus on attractive company fundamentals.

Morgan Stanley has warned of an approaching 'triple taper tantrum next year if the US, Japan and Europe all taper their monetary policies at the same time.

Abenomics in Japan has been a roaring success, and should not be seen as just a quick fix 'sugar high' for markets, according to Neptune's CEO Robin Geffen and chief economist James Dowey.

Key drivers for 2015

The Shanghai stock market rebounded while the Japanese yen strengthened against the US dollar on the news the Bank of Japan will keep its asset buying programme unchanged.

Hideto Yamamoto, chief executive officer & chief investment officer at DIAM International, explores what Japan needs to do if the Topix is to pass 1,800 for the first time since 2007

In 2014, Japan unleashed a radical stimulus package, fell back into technical recession, and saw a tentative economic recovery stalled by a dramatic sales tax increase.

Warren Hyland, lead portfolio manager of the Muzinich Emerging Market Short Duration fund, analyses the performance of emerging market debt and prospects for 2015.