Ongoing efforts to improve corporate capital efficiency in Japan create a constructive medium-term backdrop for stock investors, according to Columbia Threadneedle Investments.
Joe Bauernfreund, manager of the AVI Global Trust and Japan Opportunity Trust, discusses the whole host of factors improving governance in Japan.
GAM investment director Tim Love said the weakening of the Japanese yen puts downward pressure on currencies throughout Asia.
The Japanese prime minister’s slumping approval rate and grim Q2 GDP data is likely to push the Bank of Japan to resume monetary easing before the end of this year, Pioneer Investments said in a research note.
Global investors are fleeing Japan’s equity market swiftly – the Nikkei saw all its gains for 2015 erased earlier this week – but Nikko Asset Management views the pullback as an opportune entry point into a growing economy.
This week’s head-to-head pits two leading Japan funds against each other.
With Shinzo Abe safely ensconced at the head of the Japanese politics for the next four years following a decisive snap election victory for the LDP-Komeito coalition on Sunday, debate now moves on from the outcome to its implications.
Japan goes to the polls on Sunday with fresh downgrades to measures of the country’s economic performance weighing heavily on voters’ minds.
While ‘momentum investors’ are pushing into the market, others are more sceptical about the immediate impact of Abenomics.
According to Yu Zhang, manager of the Matthews Asia Dividend strategies, Japan today represents a particularly interesting investment study for dividend investors.