Look beyond Japan’s poor GDP figures and find real reform measures underway, argues Kenichi Amaki, portfolio manager at Matthews International Capital Management.
Tag: Japan
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?
ING IM Japan appoints chief executive
ING Investment Management has appointed a new chief executive for the firm’s Japanese division.
Managers eyeing opportunities in Japan in 2015
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.
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.
