Japan in motion: What does the future hold?

From

We often read that Abenomics continues to divide people as to whether it is working, and if this policy platform advocated strongly by Prime Minister Abe since his election in... Read more continue reading

Japanese investors key to global real assets funding

From

Investors from Japan are primed to play a key funding role for global infrastructure and real estate, according to analysis from AMP Capital. With assets under management approaching ¥500 trillion... Read more continue reading

CommSec Research. China: Trade surplus but exports slide

From

China trade China trade data: The trade surplus narrowed from US$44.61 billion to US$40.82 billion in December (forecast US$46.5 billion). Exports were down 6.1 per cent over the year (forecast:... Read more continue reading

Inside the tiger’s den

From

In our last Global Matters paper, Young tiger stalks ageing dragon, we compared the current position and prospects of the world’s two most populous nations: China and India. We concluded... Read more continue reading

Is Japan investable through a cash flow prism?

From

There are so many ways companies, sectors and economies can be viewed: many investors study traditional accounting metrics such as price/earnings (P/E) and price/book value (P/BV) ratios of companies and... Read more continue reading

Interpreting signals in unprecedented times – Japan equity market outlook

From

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

From

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%

From

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

From

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

From

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