Japanese small cap stocks stand to disproportionately benefit from corporate governance reforms which have been a tailwind for large caps, according to fund managers at GMO.
Tag: Tokyo Stock Exchange
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.
Japan soars and Hong Kong falls in governance rankings
Japan soars up the rankings and Hong Kong plummets in the Asian Corporate Governance Association’s biennial survey.
Active managers are underweight Japan despite strong fundamentals: GMO
Over 80% of active managers are underweight Japan despite strengthening fundamentals, according to GMO.
How does Japan’s yield curve control policy shift change the outlook for Japan?
At the end of last month, the Bank of Japan surprised markets by effectively raising the threshold for 10-year JGBs in its controversial yield curve control policy. While this may seem on the face of it a headwind for the country’s soaring stock market, the reality is more nuanced.
Japanese equities show medium-term promise
Ongoing efforts to improve corporate capital efficiency in Japan create a constructive medium-term backdrop for stock investors, according to Columbia Threadneedle Investments.
Capital Group: Investors are asking the ‘wrong question’ about recession
The desynchronisation of the global economy means that different industries are on different economic paths currently.
Value in Japan? Where investors can still find mispriced opportunities
Fund managers discuss where they are finding the most attractively-valued stocks.
