The Bank of Japan hiked interest rates to their highest level in 17 years on Friday, but investors reckon the outlook for equities is benign.
Tag: Bank Of Japan
Japan election uncertainty prompts carry trade concerns
Prime minister Shigeru Ishiba’s coalition lost its majority in snap election.
Janus Henderson: Headwinds are becoming tailwinds in listed real estate
Andy Cox, equity investment specialist at Janus Henderson, explains why the shift in interest rates bodes well for listed real estate.
Wild stock swings erase most Japanese funds entire 2024 gains
The volatility in Japanese stocks sent most Japanese equity funds into negative territory after Monday’s historic slump.
Japan: What’s next?
Could the economy’s unexpected fall in GDP during the first quarter derail the enthusiasm for Japanese equities?
Active managers are underweight Japan despite strong fundamentals: GMO
Over 80% of active managers are underweight Japan despite strengthening fundamentals, according to GMO.
How does Japan’s yield curve control policy shift change the outlook for Japan?
At the end of last month, the Bank of Japan surprised markets by effectively raising the threshold for 10-year JGBs in its controversial yield curve control policy. While this may seem on the face of it a headwind for the country’s soaring stock market, the reality is more nuanced.
BlackRock backs short-term bonds for the long term
The world’s largest asset manager is upping exposure to short-term sovereign bonds and downgrading credit in the long run.
HEAD-TO-HEAD: FSSA versus MFS Investment Management
FSA compares the FSSA Japan Equity fund and the MFS Meridian Japan Equity fund.
A tsunami of yen: Could a Japanese policy shift spark a global bond sell-off?
Cardano’s Corne van Zeijl and David Goldberg discuss the global impact of rising inflation in Japan.
