The changes in Japan may also fuel the interest of foreign investors seeking income, Simon Webber, lead portfolio manager for global and international equities, wrote in a research note.
Tag: Japan
Capital Group expands North Asia sales team
In Korea, Andrew Hwang joined the firm as a director of strategic solutions. Hwang was poached from Janus Capital, where he was responsible for non-Japan Asia business development. Prior to that, he had also worked with BNY Mellon Asset Management for product development and strategy in the region. In Taiwan, Berry Hsieh came over from […]
Asia worlds richest region by 2016
Asia-Pacific is expected to overtake North America as the region with the largest amount of private wealth by 2016, according to a report by the Boston Consulting Group.
Huge pile of cash Manulife
Investors across the region rely heavily on cash savings, making it difficult to meet their key financial goals, the firm said. Across Asia, local-currency cash holdings account for a “disproportionately” large percentage of self-reported assets at about 37%. This rises to about 42% if foreign-currency cash holdings are added. Source: Manulife Asset Management The comparatively […]
Global exchange traded products AUM tops
Assets of Japan-listed ETFs reached $117bn in May compared to $112 at the end of April, the London-based research and consultancy firm said.
Central bank action would boost cheap Korean equities
About 50% of Korea’s GDP is dependent on exports, which have been declining this year, according to Aidan Yao, senior emerging market economist at Axa Investment Managers. Weak external demand from the US is one reason why exports are falling. Also, Korean companies are strong competitors with their Japanese counterparts and the strengthening of the […]
Multi-asset is a contender for income needs, says Schroders
Generating income when yields are at historic lows is no longer as simple as investors believe it once was, he said. A typical approach in Asia has been to focus on a split between Asian high-yield bonds and Asian dividend stocks, Pang said. However, the yield on offer is not commensurate with the volatility in […]
Lift-off in Japan or false dawn?
There is such a mixed bag of factors to weigh up that the answer is far from obvious. You can make a strong case either way. While Japanese equities fund managers seem sure recent good times are set to continue, other interested observers tend not to be so sure. Major factors in favour of […]
BNY Mellon puts forward a provocative scenario
Don’t blindly accept the IMF’s “new mediocre” era of “low growth for a long time”. The synchronisation of rising economic growth in the US, China, Japan and India remains a plausible event, according to the bank’s research. BNY’s “G4 scenario” assumes that Japan’s average annual GDP growth is 2% for the remainder of the decade, […]
Japan’s spending culture could impact debt servicing
The lack of savings can be attributed to both demographics and a surge in consumption that preceded the value added tax rate hike in April 2014, said Govinda Finn, head of global strategy. Japan’s population is burning through savings as they enter retirement age, and the average savings rate for age 65 and older is […]
