Eastspring portfolio manager Oliver Lee says investors shouldn’t expect another bout of stellar outperformance as was seen last year.
Tag: Japan
Bank of Japan’s rate hike signals ’new horizon’ for Japanese equities
Investors say the BoJ’s decision to raise interest rate for the first time in 17 years is a positive sign for the country’s equities market.
JPMAM: EMs are too big to ignore
In a falling interest rate environment, investors neglect ignore the attractions of emerging markets at their peril, according to JPMAM strategists.
Franklin Templeton appoints new Japan head
Takashi Takamura will succeed Suguru Kuwahata as president and country head of Japan, effective 1 April.
AllianzGI names new Japan head
Taro Shiroyama will succeed Yoshikazu Kobashi, who is retiring from his executive position next month.
JPMAM taps BlackRock for Japan ETF specialist
JP Morgan Asset Management has appointed Yuki Kurogi as head of Japan Exchange-Traded Fund.
BlackRock and others say Japan rally has legs
Asset managers make the case for Japanese stocks amidst an historic rally, but others are flagging the risks.
The best performing Japanese funds year-to-date
As the Nikkei breaches all-time-highs, FSA looks at the top-10 performing Japanese equity funds year-to-date.
The FSA Spy market buzz – 23 February 2024
Calamos’s Nasdaq upside, Japan finds its mojo, Nvidia is impossible to ignore, Changes in the Magnificent 7, Climate action tussles, A moonshot delivered, The wisdom of J.P. Morgan and much more.
Buy the dip in Japan: Julius Baer
Any near-term volatility in Japanese stocks is an accumulation opportunity, says the Swiss Private Bank Julius Baer.
