Conditions are settling into place for companies to look towards expansion, according to Fidelity International’s annual analyst survey.
Tag: Japan
Massive flows into Japanese funds
There were four times as many flows in January than in the previous month, according to Morningstar.
Man GLG: Japan’s “most radical corporate reform in a generation”
The TSE is pushing for genuine change, says Man GLG portfolio manager Emily Badger.
PGIM Real Estate appoints new Japan country head
His predecessor Morgan Laughlin will be fully dedicated to his global head of Data Center Investments role.
Janus Henderson’s Gibson: Don’t stand in the way of the Fed
Janus Henderson’s co-head of global property equities is pivoting away from trades that worked when rates and inflation were rising, into the trades that didn’t.
Julius Baer keeps faith in tech theme
Market sentiment should improve after a nervous start to the year, providing opportunities in quality growth stocks and investment grade bonds.
LGT: It’s risky to be underweight China
Chinese assets are susceptible to a sharp rebound on the back of any positive news flow, according to the bank’s investment strategist.
PGIM hires ex-Citi veteran to expand its Japan business
Hirotaka Kato has joined PGIM Japan in a newly-created position.
Blackstone buys stake in Sony Payment Services
The private equity funds managed by Blackstone have entered into a definitive agreement to acquire a majority stake in one of Japan’s leading payment service providers.
How this Japanese equity fund has outperformed for decades
The managers of the Arcus Japan fund speak to FSA about the fund’s performance and the ongoing market reforms in Japan.
