Lessons from the ‘sleeping giant’. Not sleeping after all?

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What investors can learn from the Japanese experience At a time when investors from developed nations are facing the relatively new challenge of the ‘hunt for yield’, investors from one

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25 Oct 2013

The Next Big Test for Japan

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For years the challenge when talking about investing in Japan was to stop people’s eyes glazing over. Today, everyone wants to know where next for Tokyo. A week after the

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19 Sep 2013

Weekly market & economic update – week ending 6 September

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Key events of the past week and implications While share markets mostly rose over the past week helped by a delay to action regarding Syria and on the back of

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09 Sep 2013

Weekly market & economic update: Week ending August 30

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Key events of the past week and implications Share markets had another volatile week with concerns about a strike on Syria weighing on confidence, and emerging market assets, particularly currencies,

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02 Sep 2013

Weekly market & economic update: week ending August 16

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Key events of the past week and implications The past week saw more good data out of the US and Europe, but share markets were mixed with worries about Fed tapering

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19 Aug 2013

Weekly market & economic update: week ending August 9

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Key events of the past week and implications Positive global economic data was a mixed blessing over the last week as it combined with comments from various US Federal Reserve

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12 Aug 2013

Super-Abenomics: surprising speed of reform ahead

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The Japanese Upper House election held on Sunday 21 July was a true test of the country’s attitude to ‘Abenomics’. The result was resounding support for Japanese Prime Minister Shinzo

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06 Aug 2013

Will ‘Abenomics’ work?

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A daring experiment is under way in the world’s second-biggest modern economy. “Abenomics”, formulated by a group of “reflationists”, is about firing “three arrows” at Japan’s economy with the aim

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16 May 2013

Japan approaching a tipping point

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On Tuesday, the Bank of Japan (BoJ) released its first statement for 2013 and the first since Prime Minister Shinzo Abe took power in December. Two things to note about

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04 Feb 2013

Japan- after the quake, after the floods

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Japan’s recovery from the Tohoku earthquake and tsunami of March 11, 2011 has been so astounding that people rarely even think about the tsunami anymore. Even fewer remember that heavy

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26 Nov 2012