Topix 150
Asia
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...
17 June 2016
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2 min read
Asia
The Japanese yen hit a multi-year low of ¥125 to the dollar in June last year, a significant 40% decline from its peak of around ¥75 in October 2011. As a result, the weak Japanese yen drove corporate earnings to record highs in the last few years.
04 April 2016
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2 min read
Asia
The number of foreign tourists travelling to Japan has been growing strongly for four years now and shows no signs of abating, writes Fidelity's Nicholas Price.
29 March 2016
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2 min read
Asia
When Abenomics was launched and large-scale QE introduced to much fanfare a few years ago, the bold message communicated was we could expect monetary policy easing on a scale not previously seen.
04 February 2016
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2 min read
Asia
Japan remains a cyclical market due to its large exposure to global manufacturing sectors relative to other major markets, as well as relative to its own economy.
22 January 2016
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2 min read
