Japanese company profits are performing much better than those in the US or Europe, according to Nikko Asset Management.
Tag: Japan
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.
Japan’s manufacturing up in October
An increase in monthly manufacturing suggests the possibility for economic improvement after Japan fell into recession in Q3.
Is making Japan Post private a game changer?
The November IPO of Japan Post could prove to be a transformative event because it has the potential to activate the country’s retail investor base, according to WisdomTree Europe.
Mercer goes after Japan’s IIs
Mercer has expanded its delegated investment solutions offering to Japan and has appointed Fumihiko Otsuka to head the office.
