Driving interest in Japanese equities are apparent corporate cultural changes that include a movement toward increased dividends and share buybacks, which could lead to a long-term re-rating of Japan.
Tag: Japan
JP Morgan adds RMB share class to Japan fund
J.P. Morgan Asset Management has introduced a share class hedged to the renminbi in the JP Morgan Japan (Yen) Fund.
Get EM exposure through Europe
The price is not right for direct exposure to emerging markets stocks, according to David Herro, chief investment officer for international equities at Harris Associates.
Fund selectors tilt toward Asian equities
Asian equities ex-Japan stood out as this year’s preferred asset class, according to an FSA survey of fund selectors and portfolio managers.
Japan out of recession Schroders
Japan emerged from recession in the fourth quarter of 2014, but there could still be further policy easing from the country’s central bank, according to Keith Wade, chief economist and strategist.
Pension funds manager underperformance
Pension funds dominate the Japans asset management industry, but they are becoming less tolerant of underperforming managers and also their investment horizon is reducing, according to a new research from Cerulli Associates.
Japan prodding management to reform
Look beyond Japan’s poor GDP figures and find real reform measures underway, argues Kenichi Amaki, portfolio manager at Matthews International Capital Management.
Pictet AM favors Japanese equities
Pictet Asset Management is upbeat on Japanese equities and sees compelling investment opportunities arising out of improved corporate earnings growth.
Asia reforms go far beyond cutting red tape
Reform-minded governments in the largest Asian economies are driving a change in mindset, which is going largely unnoticed by the global investment community, said Ajay Dayal, investment director at Legg Mason Global Asset Management.
Japan’s QE and equities
Japan’s aggressive quantitative easing program is on track to far exceed US balance sheet expansion, but will it boost equities in 2015?
