“We have never felt so excited about the outlook for Japan as we do at the moment” said JPMorgan Japan fund manager Nicholas Weindling.
Tag: Corporate Governance
GMO: Japanese small caps now in crosshairs of TSE
Japanese small cap stocks stand to disproportionately benefit from corporate governance reforms which have been a tailwind for large caps, according to fund managers at GMO.
Investors in HK-listed firms should demand better audits, Fidelity says
The asset manager says investors in Hong Kong-listed companies could reshape corporate governance to their favour with better audits.
Federated Hermes EOS warns about AI risks
Companies implementing AI need to take steps to reduce the regulatory and business risks it poses, expert warns.
The best performing Japanese funds year-to-date
As the Nikkei breaches all-time-highs, FSA looks at the top-10 performing Japanese equity funds year-to-date.
Buy the dip in Japan: Julius Baer
Any near-term volatility in Japanese stocks is an accumulation opportunity, says the Swiss Private Bank Julius Baer.
Man GLG: Japan’s “most radical corporate reform in a generation”
The TSE is pushing for genuine change, says Man GLG portfolio manager Emily Badger.
Corporate governance in Asia has been neglected by markets: abrdn
Governance issues are being overlooked relative to the rising focus on sustainability issues.
Japanese equities show medium-term promise
Ongoing efforts to improve corporate capital efficiency in Japan create a constructive medium-term backdrop for stock investors, according to Columbia Threadneedle Investments.
HEAD-TO-HEAD: FSSA versus MFS Investment Management
FSA compares the FSSA Japan Equity fund and the MFS Meridian Japan Equity fund.
