Interpreting signals in unprecedented times – Japan equity market outlook

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No turning back — 2% inflation target not only intact but enhanced with a new “inflation overshooting commitment” While the TOPIX declined following the Brexit vote, largely as a result... Read more continue reading

Nikko Asset Management bullish on Japan and developed Asia-Pacific equities

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The Fed expected to hike in December or March. The BOJ and ECB will remain on hold for the next 12 months. Bond yields to remain relatively stable for the... Read more continue reading

Bank of Japan to target yield curve and a period of inflation above 2%

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After much anticipation the Bank of Japan has announced its response to it “comprehensive assessment” of its monetary easing program. A key findings of the comprehensive assessment was that its... Read more continue reading

Young tiger stalks ageing dragon

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China and India are the world’s two most populous nations by huge margins, with populations more than four times that of the third largest, the United States. Combined, China and... Read more continue reading

Investors disappointed but still some reasons to remain optimistic

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Investors were disappointed after the Bank of Japan’s latest efforts to stimulate the economy failed to excite market participants; the US reported weak second-quarter GDP data; and oil prices took... Read more continue reading

Japanese poll result gives global markets fillip

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The landslide victory for Japan’s ruling coalition in the Upper House election last weekend has provided further fuel for equity markets that have been in overdrive around the globe for... Read more continue reading

Asia offers diversity, growth, opportunity … if you look hard enough, says PM CAPITAL

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The constant domestic and global media focus on the state and fate of Chinese financial markets poses potential risks to local investors, in that they may choose to ignore the... Read more continue reading

Asian medium and long-term drivers still on track

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Asian equity markets have been tough since mid-2015, prompted by fears over China’s slowing growth. In September, global investors withdrew more than USD 50 billion, the biggest redemption ever recorded... Read more continue reading

China scare

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China has replaced Greece as the main worry for financial markets – and it is fundamentally a much bigger deal. A depreciation of China’s currency, a sell-off in the country’s... Read more continue reading

China’s FV policy in a tough balancing act

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An ongoing liberalization of China’s currency and capital account is under threat as the renminbi falls, capital outflows intensify and foreign reserves dwindle. Forging ahead with the reform and taking... Read more continue reading