bank of japan

Central banks to keep borrowing costs low

Recession due but will be relatively mild

Why are investors just not that into Japan?

Japanese stocks have lagged their global peers so far this year, as uncertainty over US-China trade frictions and the impact on the global economy have clouded the outlook for corporate earnings.

The policies and programmes that could protect a worldwide plunge

In an environment where no region presents an obvious opportunity from a valuation perspective in 2019, Japan offers investors the best chance to at least get access to a major market at something of a discount.

In the developed world, inflation expectation is noise

Red flags

The Japanese equity market has seen net outflows in the past 12 months, with concerns over global growth and the trade war weighing on investor sentiment in the region.

Maintaining overweight position to the region