Eastspring, Schroders, Pinebridge and Neptune are among the asset managers aligned in their bullish views on Japan in 2015, citing further improvements in corporate sector earnings on the back of the continued weakening of the yen.
Tag: Japan
HtH Aberdeen Baillie Gifford Japan
This week’s head-to-head pits two leading Japan funds against each other.
Japan snap election reactions
With Shinzo Abe safely ensconced at the head of the Japanese politics for the next four years following a decisive snap election victory for the LDP-Komeito coalition on Sunday, debate now moves on from the outcome to its implications.
Is the referendum on Abenomics an opportunity
Japan goes to the polls on Sunday with fresh downgrades to measures of the country’s economic performance weighing heavily on voters’ minds.
GPIF appoints PE exec
Japan’s $1.2trn Government Investment Pension Fund has appointed Hiromichi Mizuno, a partner at Coller Capital, as its first CIO following the announcement of more aggressive allocation targets.
Japan equity not expensive Schroders
Market volatility has increased since Prime Minister Shinzo Abe postponed a planned consumption tax increase and called for a snap general election, but Schroders said equity markets are supported by expected corporate earnings growth.
Richard Jeffrey bond markets
Apprehension concerning overall growth prospects has knocked inflation expectations in recent weeks, exacerbated by falling energy prices and disinflation in the eurozone.
Robin Geffen Japan comment
While ‘momentum investors’ are pushing into the market, others are more sceptical about the immediate impact of Abenomics.
GPIF from bonds to equities
Japan’s $1.2 trillion Government Investment Pension Fund plans to dramatically increase domestic and foreign equity exposure while cutting positions in domestic bonds.
Matthews Asia on an awakening Japan
According to Yu Zhang, manager of the Matthews Asia Dividend strategies, Japan today represents a particularly interesting investment study for dividend investors.