2025 outlook for Japanese equities

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The transformation of the Japanese economy and corporates is driving the potential for more attractive long-term returns in the Japanese equities. Inflation is a new thing for the Japanese as... Read more continue reading

China policy: short-term lift or long-term change?

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China’s recent policy easing measures, including rate cuts and relaxed housing restrictions, have sparked a notable shift in market sentiment and the outlook for Chinese assets, as highlighted in a... Read more continue reading

China reaction

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Investors for a long time have not understood why China’s approach has been so “limp” and incremental response to its deep recession. The most likely reason for its incremental response... Read more continue reading

CPD: Asian equities – from headwinds to tailwinds

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As developed markets – notably the US – achieve new highs, Asian equities have been out of favour with investors. However, headwinds that have muted growth across Asia (ex-Japan)[1] are... Read more continue reading

Attractive investment opportunities on offer across Asian infrastructure

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Despite ongoing global political and economic headwinds, the value proposition of quality infrastructure projects in some Asian nations is very attractive, according to Sarah Shaw, global portfolio manager and CEO/CIO... Read more continue reading

New Delhi eyes the debt markets: Are Indian bonds the next big thing?

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With Indian debt set to be included in major international benchmarks this year, emerging-market sovereign debt analyst Nafez Zouk travelled to the country to assess its prospects. Key Points ​... Read more continue reading

Emerging markets well placed for outperformance, but China still a risk

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Emerging markets offer growth and diversification opportunities for investors’ portfolios, but active management is essential for selecting the best investment opportunities and avoiding risky markets, according to David Wright, investment... Read more continue reading

Bank of Japan—A “watchful” adjustment

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The Bank of Japan (BoJ) raised interest rates for the first time since 2007 and has eliminated the yield curve control framework. Franklin Templeton Fixed Income Economist Rini Sen expects... Read more continue reading

Japanese equities to benefit despite recession fears

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Nanuk Asset Management (Nanuk), an industry leader in sustainable investing, predicts the performance of Japanese equities in 2024 to be underpinned by structural changes, as corporate government improvements make the... Read more continue reading

Japan equity in focus: top performer in 2023; remains attractive option for 2024

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Japan’s equity market is at a historical high in total return terms and in price return terms it is at its highest level in almost 34 years. It was one of... Read more continue reading