The broader adoption of the stewardship code among Japan’s listed companies is showing concrete results in the form of higher stock returns, according to Aisa Ogoshi, portfolio manager at JP Morgan Asset Management, who has been overweight Japan for five years.
Tag: Japan Equities
A look inside T Rowe’s Japan fund
Holding positions for five years on average, the T Rowe Price Japanese Equity Fund invests in Japanese companies undergoing transformation, explains Archibald Ciganer, portfolio manager.
2018: Another year of boring markets inching up?
EFG joins the consensus that basically expects a continuation of market conditions from 2017, and the firm maintains overweights on the US, Japan and EM equities.
Deflation a continuous risk for Japan equities
Investors should keep an eye on deflation, which is one of the biggest investment risks to Japan’s equity market, according to Akira Fuse, Tokyo-based investment specialist for Japan equities at Capital Group.
Are smaller companies Japan’s real value?
Japan’s mid- and small-cap stocks have outperformed large caps, but many are ignored or under-researched, according to Max Godwin, a Singapore-based portfolio manager on Eastspring Investments’ Japan equity team.
Bullish T Rowe overweights Japan equities
For the first time in a decade, T Rowe Price’s global equity strategy has an overweight versus the benchmark to Japan equities. Laurence Taylor, portfolio specialist, explains why.
Japan corporates squeeze out `cozy relationships’
Abe’s ruling bloc swept to victory in the snap election on Sunday, suggesting further momentum for the encouraging change in Japanese corporate governance.
HEAD-TO-HEAD: AB vs Nomura
FSA compares two large-cap Japan equity products: the AB FCP I – Japan Strategic Value Portfolio Fund and the Nomura Japan Strategic Fund.
Herd behaviour creates opportunities for stock pickers
Market mispricings resulting from investor behaviour present opportunities, argues Michael Woolley, equity client portfolio manager at Eastspring Investments.
OMGI’s Weatherston positive on Japan equities
Valuations of Japan equities have become more attractive compared to other developed markets, and Abenomics has helped drive up corporate profits, according to Rob Weatherston, Old Mutual Global Investors’ Hong Kong-based portfolio manager of the Old Mutual Japanese Equity Fund.