Bank of Singapore chief economist Richard Jerram said while the Chinese and Japanese financial markets might respond well to short-term stimulus, there is too little focus on structural reform.
Tag: Japan
HEAD-TO-HEAD: JPMorgan Vs PineBridge
Fund Selector Asia compares the JPMorgan Japan (Yen) with PineBridge Japan New Horizon Equity.
Fidelity: Consumer sector in developed markets offer opportunity
The consumer sector in developed markets is liable to be “the incremental driver of growth” in 2016, Fidelity International said.
TOPIX dividends will double by 2018 – Nikko AM
Japanese company profits are performing much better than those in the US or Europe, according to Nikko Asset Management.
ANALYSIS: Time to bail out of Japanese equities?
What was viewed as a sign of desperation by many when the Bank of Japan cut rates well into negative territory at the end of January has been followed by a poor economic growth number.
The pluses and minuses of Japan’s negative rates
Japan’s surprise move to negative interest rates on Friday is both a “welcome boost” for investor confidence, and in another sense, a failure of policy, sources said.
Does China face a Japanese-style ‘lost decade’ of growth?
Anh Lu, lead portfolio manager for T. Rowe Price’s Asia ex-Japan Equity Strategy fund, looks at whether China faces a Japanese-style ‘lost decade’ of growth.
Is a Japan overweight a sound move?
Japanese equities are preferred by many investors, but is this tilt driven by yield expectations or because other markets are unappealing?
FSA Investment Forum Manila: Japan’s rising opportunities
In a video interview, JP Morgan’s Constance Wong says that while Japan’s export volume is negatively affected by the slowdown in China, she remains optimistic on the underlying economy.
Japan’s aging population holds $187bn
Retirement benefits in Japan are expected to gradually flow into investment products, according to a research report.
