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Tag "japan"

Podcast: Good Momentum for Value and ESG investing

Podcast: Good Momentum for Value and ESG investing

🕔09:19, 15.Oct 2021

A compelling investment opportunity: Japanese equities offer attractively priced and more visible earnings growth for 2021 and beyond. Nevertheless, Japanese equities are currently trading at a discount to global equities. And Japan equity markets have outpaced major developed market equities both in 2020 and year-to-date in 2021 as the world seeks to transition to a post-pandemic recovery.

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T. Rowe Price – Webinar – Leadership change and the outlook for Japan

🕔09:00, 15.Oct 2021

It was a difficult start to the year for Japan. After outperforming in 2020, the country has disappointed investors in 2021 due to the delayed vaccination roll-out and the negative reaction over the government’s decision to host the summer’s Olympic

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Japan corporate governance: More reforms are on the way

Japan corporate governance: More reforms are on the way

🕔14:08, 6.Oct 2021

Japan’s multi-year effort to improve corporate governance standards continues to be gaining momentum after the latest revisions to its Corporate Governance Code came into effect in June 2021. In this Q&A, Capital Group equity investment analyst Harry Gunji explains why

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Is Japan really a disappointing equity market?

Is Japan really a disappointing equity market?

🕔11:58, 1.Oct 2021

Some investors historically have seen Japan’s equity market as a constant source of disappointment. I can understand why. For 20 years, after Japan’s asset bubble burst and through the global financial crisis in 2009, it was a trader’s market. You

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Five Forces in International Equities Investors May Be Underestimating

Five Forces in International Equities Investors May Be Underestimating

🕔09:24, 24.Sep 2021

China, Japan, technology, and value have potential to shape global markets in 2021 and beyond. T. Rowe Price Insights on International Equities: The rapid rise of China to the world’s second‑largest economy is widely observed. Yet, investors appear to underappreciate China’s

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Topix hits 30-year high as PM Suga announces resignation

Topix hits 30-year high as PM Suga announces resignation

🕔14:19, 22.Sep 2021

After months of declining approval ratings, Prime Minister Suga announced that he will not run for election as the ruling LDP leader and will thus resign as PM. In addition to mounting public criticism over his response to the Covid-19

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Japan’s software revolution is making up for lost time

Japan’s software revolution is making up for lost time

🕔16:00, 16.Sep 2021

The use of software solutions by companies to improve competitiveness, efficiency and productivity, and reduce costs, is picking up pace – just in time, as a shortage of skilled workers continues to bite. Over several decades Japan has built a

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Japan: Olympic host’s equity market is uniquely positioned

Japan: Olympic host’s equity market is uniquely positioned

🕔13:55, 3.Sep 2021

With the Tokyo Olympics scheduled to take place later this month, all eyes will be on Japan this summer. While there has been a backlash from the Japanese public as a result of Covid-19 concerns, the intentions of the International

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Japan’s Digital Transformation

Japan’s Digital Transformation

🕔11:02, 2.Sep 2021

Unique and surprising, the ‘DX’ or digital transformation of the world’ s third largest economy offers exciting openings for investors. Donald Farquharson, head of Baillie Gifford’ s Japanese equities team and Thomas Patchett, Japanese Equity Specialist explain why. 

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As the Global Economy Recovers, Japan Stands in the Spotlight

As the Global Economy Recovers, Japan Stands in the Spotlight

🕔11:19, 1.Sep 2021

Upbeat outlook as Japanese market is highly geared to global recovery. While Japanese equities made solid progress during the first half of 2021, the TOPIX gaining 8.52%, year-to date (as of May 28, 2021), performance has ultimately disappointed, with Japan

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Why active investing is an attractive approach for Japanese equities

Why active investing is an attractive approach for Japanese equities

🕔12:34, 20.Aug 2021

The Bank of Japan’s (BoJ) recent decision to adjust its ETF purchase programme has given investors plenty to think about from the impact on asset prices to the longer term future of the country’s monetary easing policies. In this paper,

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Stemmen bij volmacht

Stemmen bij volmacht

🕔12:20, 11.Aug 2021

Om onze macht als belegger te benutten en zo positieve veranderingen teweeg te brengen, maken wij systematisch gebruik van ons stemrecht in het belang van onze klanten. Het overkoepelende doel van ons stemgedrag is het beschermen en bevorderen van de

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Japan Ups the Ante on Corporate Governance and Regulatory Reform

Japan Ups the Ante on Corporate Governance and Regulatory Reform

🕔11:56, 12.Jul 2021

One of the most significant achievements of former Prime Minister Shinzo Abe’s “Abenomics” economic reform strategy has been the improvement in Japanese corporate governance standards. The government’s prioritizing of …

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Why the Japanese market is performing well again

Why the Japanese market is performing well again

🕔14:45, 2.Jul 2021

Though under the radar since the onset of the global pandemic, Japan’s equity markets have outpaced major developed market equities both in 2020 and year-to-date in 2021 as the world seeks to transition to a post-pandemic recovery. Indeed, Japanese equities

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The Bank of Japan – keeping a lid on volatility

The Bank of Japan – keeping a lid on volatility

🕔14:37, 6.Apr 2021

In its meeting last week, the Bank of Japan (BoJ) announced several changes in its monetary policy framework, but also confirmed its policy to keep yields under control. While other government bond markets have seen quite some volatility in the …

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The Sanitary Situation Deteriorates

The Sanitary Situation Deteriorates

🕔16:05, 6.Jan 2021

Market Flash Falling temperatures have exacerbated the global sanitary situation. In Europe, Germany and the UK reinforced restrictions. Cases have also started rising again in Asia, a worry for Japan and South Korea which had managed to control the first

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For Investors in Japan, the Outlook Appears Suga Sweet

For Investors in Japan, the Outlook Appears Suga Sweet

🕔08:00, 5.Jan 2021

T. Rowe Price Insights on Japan Equities Four reasons to be bullish about the Japan investment outlook.  Japanese equities are well placed to excel in 2021, in our view, with various factors underpinning our positive outlook, heading into the new year.

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A bizarre year of win-lose outcomes in Asia Pacific ex Japan

A bizarre year of win-lose outcomes in Asia Pacific ex Japan

🕔22:36, 31.Dec 2020

If I were to sum up Asia ex Japan equity markets in 2020, it would be the pain of negative headwinds followed by the triumph of human ingenuity and determination in rising above them. This perhaps seems too optimistic a

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#Japan – Research Highlights

#Japan – Research Highlights

🕔11:26, 30.Nov 2020

#Japan In September, Japan elected a new leader of the country. Yoshihide Suga replaced Shinzo Abe, the longest prime minister the country ever had. With the TOPIX gaining 7.84% from the 30th of October till the 13th of November the

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UBP – Webinar – The case for Japanese equities – Why now?

🕔09:00, 19.Nov 2020

Webinar – The case for Japanese equities – Why now? Abenomics have had some long-lasting effects on the Japanese economy. The key winners from Abenomics are : -The Domestic consumption growth that is resuming -Capital expenditure that is restarting after

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Japan has new leadership but it’s the same stock pickers’ market

Japan has new leadership but it’s the same stock pickers’ market

🕔07:30, 5.Nov 2020

Investment Insights  Japan has a new leader: Yoshihide Suga, who replaced his ally Shinzo Abe, the longest-serving prime minister in the country’s history, in September. We asked Akira Horiguchi, co-principal investment officer on the Capital Group Japan Equity strategy what

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UBP AM – On track since launch: U Access – Long/Short Japan Corporate Governance

UBP AM – On track since launch: U Access – Long/Short Japan Corporate Governance

🕔14:27, 29.Oct 2020

On track since launch: U Access – Long/Short Japan Corporate Governance Key takeaways: U Access – Long/Short Japan Corporate Governance maintained its gross and net exposure in line with the investment philosophy. We can report a constant increase of Assets

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Weekly Market Recap – 12 october 2020

Weekly Market Recap – 12 october 2020

🕔09:50, 13.Oct 2020

Wall Street kept a close eye on on-again, off-again negotiations over a new coronavirus relief package. Shares rose Monday after reports that House Speaker Nancy Pelosi and Treasury Secretary Steven Mnuchin had spoken by phone and were prepared to exchange

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Highlights of last week: Long-Term Outlook and Liquidity

Highlights of last week: Long-Term Outlook and Liquidity

🕔08:45, 5.Oct 2020

#40 Before we show you research-highlights of this week, let’s see what webinars you do not want to miss! On Wednesday 7 October, T. Rowe Price hosts a webinar called “What will a new era bring for Japan” and BNP

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Will Abenomics continue in a post-Abe Japan?

Will Abenomics continue in a post-Abe Japan?

🕔14:49, 30.Sep 2020

Abenomics at a glance Referring to the economic policies advocated by Prime Minister Shinzo Abe since his victory in the 2012 general election, Abenomics consists of three arrows: aggressive monetary policies, fiscal consolidation and a growth strategy. The key aim

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Japan: all eyes on the next prime minister

Japan: all eyes on the next prime minister

🕔15:03, 25.Sep 2020

Equities | September 2020  Following an eight-year term, Shinzo Abe announced he will stand down as Prime Minister of Japan due to a deterioration in his physical health. Japan’s Topix Index dropped around 2.5% in reaction to the news on

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Japan: Beyond Abe, but nog beyond Abenomics

Japan: Beyond Abe, but nog beyond Abenomics

🕔14:55, 15.Sep 2020

Multi-Asset Solutions Weekly Strategy Report  Global markets and multi-asset portfolios  In late August, Japanese Prime Minister Shinzo Abe announced his resignation because of health problems. Abe had served for nearly eight years, with his administration lending stability to Japanese politics

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Economic and Political Backdrop

Economic and Political Backdrop

🕔07:41, 8.Sep 2020

The US A light week for economic data was highlighted by the Labour Department’s monthly non-farm payroll report, showing that employers added 1.4 million jobs in August, a number in line with consensus estimates. Temporary workers who were hired to

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What could the Fed’s new policy mean for investors?

What could the Fed’s new policy mean for investors?

🕔09:58, 7.Sep 2020

The Federal Reserve today announced an important change in its framework for conducting monetary policy in order to achieve its “statutory mandate from the Congress of promoting maximum employment, stable prices, and moderate long-term interest rates.” One of the main

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Interest rates, Japanese equities and US elections in this Week’s Top Five

Interest rates, Japanese equities and US elections in this Week’s Top Five

🕔10:59, 22.Aug 2020

#34 The holidays are coming to an end and you might have to catch up on research. Hereby a quick overview of the best read research on OpinioPro this last week. A variety of topics is addressed – you can

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Weekly Market Recap

Weekly Market Recap

🕔12:59, 5.Aug 2020

Summary for the week ending on Friday, 30 July  Last week’s corporate earnings reports demonstrated that some major companies are benefiting from the pandemic’s impact on consumer patterns. This was on clear display Thursday evening, when Facebook, Amazon.com, Apple and

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Weekly Market Recap

Weekly Market Recap

🕔11:24, 4.Aug 2020

Summary for the week ending on Friday, 30 July  Last week’s corporate earnings reports demonstrated that some major companies are benefiting from the pandemic’s impact on consumer patterns. This was on clear display Thursday evening, when Facebook, Amazon.com, Apple and

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Finding Opportunity in Japan Equity

Finding Opportunity in Japan Equity

🕔15:10, 31.Jul 2020

Our contention is that most global asset allocators have been underweight Japan equities for a long time. When we ask investors why this is the case, their rationale usually encompasses a combination of three main assumptions: 1. Japan is a

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Japanese equities: What the future holds after the pandemic

Japanese equities: What the future holds after the pandemic

🕔12:55, 2.Jul 2020

Japan faces many headwinds as it battles COVID-19 alongside other challenges unique to itself. Bright spots can still be found, however, amid the economic storm. In this Q&A, the co-principal investment officers of the Capital Group Japan Equity strategy put

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Weekly Market Recap

Weekly Market Recap

🕔07:53, 24.Jun 2020

Stocks had a poor start to last week, as concerns over the worsening of the pandemic in several states as well as a new outbreak in Beijing seemed to continue weighing on sentiment. The market then rebounded late Monday following

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Is the sun rising for Japanese equities?

Is the sun rising for Japanese equities?

🕔15:05, 23.Jun 2020

COVID-19 and the consequent market volatility have had a huge impact on the Japanese economy. How will the situation affect the Japanese equity markets in the years ahead? Equity portfolio manager Dickon Corrado shares his views on why Japan is

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Capital Group – Webinar – Is the sun rising for Japan Equities?

🕔09:30, 3.Jun 2020

Webinar – Is the sun rising for Japan Equities? COVID and market volatility have had a huge impact on the Japan economy and equity markets. Despite the recent events there will be long-term investment opportunities for investors with feet on

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Economic and Political Backdrop

Economic and Political Backdrop

🕔10:11, 26.May 2020

Weekly Market Recap Stocks started last week strong, helped by news of encouraging early test results for a possible coronavirus vaccine. Moderna Therapeutics announced that its …

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Economic and Political Backdrop

Economic and Political Backdrop

🕔16:48, 19.May 2020

Weekly Market Recap Stocks recorded their worst day of last week on Wednesday, with the S&P 500 touching its lowest level in three weeks. Many attributed the sell-off to a speech by Federal Reserve Chair Jerome Powell, in which he

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COVID-19, economic stimulus and monetary policy… How is Japan responding to the crisis?

COVID-19, economic stimulus and monetary policy… How is Japan responding to the crisis?

🕔11:08, 7.May 2020

Until recently, in relative terms, Japan has not been as heavily impacted by the spread of the coronavirus pandemic. However, Japan’s official cases have increased in recent weeks, leading the government to declare a state of emergency. Most sectors will

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Central Bank Watcher

Central Bank Watcher

🕔16:55, 5.May 2020

Rates in lockdown for longer  With the outbreak of the coronavirus hitting the global economy, central banks have stepped up to the plate by delivering significant amounts of easing. Official yields are now at or below zero for all developed

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Investing in an uncertain world

Investing in an uncertain world

🕔13:53, 1.May 2020

The Big Picture Is this a buying opportunity or the half-way stage in a larger slump? The truth is we don’t know, so we have constructed a range of scenarios that see the S&P 500 anywhere between 1400 and 3000 in 12

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Taking Stock of Japanese Small Caps

Taking Stock of Japanese Small Caps

🕔16:58, 27.Apr 2020

The coronavirus panic, falling oil prices and a weaker domestic economy largely inuenced the recent Japanese market correction. However, we believe global and domestic cyclicals are well positioned for the eventual recovery.   The current performance of the Japanese markets

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Slowly out of limbo

Slowly out of limbo

🕔14:54, 27.Apr 2020

Monthly Investment Strategy Key points As some capacity is being re-created in healthcare systems, exiting lockdown by mid-May looks doable. We think it will be a subdued rebound though, and economic policy will need to help “for the long haul”.

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Capital Markets View Summary

Capital Markets View Summary

🕔13:45, 27.Apr 2020

Global equity volatility remains elevated after spiking to levels not seen since the global financial crisis as investors sold equities somewhat indiscriminately over the past several weeks. Valuations and corporate profit margins were rich coming into the coronavirus pandemic, priced

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Why investors should be optimistic about Japan

Why investors should be optimistic about Japan

🕔16:47, 24.Feb 2020

Global Insights 2020 There are several reasons to be optimistic about Japanese equities in 2020. First, consider valuations. Whether on price-to-book or price-to-earnings, Japanese stocks are among the cheapest in all developed equity markets. Take the price-to-book ratio of the

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FX wars, currency wars & money wars

FX wars, currency wars & money wars

🕔06:46, 7.Feb 2020

Part 1: FX wars vs. currency wars USD vs. EUR vs. RMB vs. … The concept of “currency war” was officially coined by the Brazilian Finance Minister Guido Mantega in September 2010, a little less than 10 years ago. He considered that emerging

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Vanguard’s global outlook for 2020

Vanguard’s global outlook for 2020

🕔16:43, 20.Jan 2020

Global economy: Trade tensions and broader uncertainty drag on demand and supply The continued slowdown in global growth foreseen a year ago has been accentuated during 2019 by a deterioration in the global industrial cycle. A broad escalation of policy

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Cyclical investing

Cyclical investing

🕔09:34, 16.Jan 2020

TAA Model Allocation – as at December 2019 As the calendar year ends, it is customary to look ahead to what the New Year might hold. In this edition of Global Outlook, we summarise the latest thoughts from our quarterly Global investment Group

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Making the case: Active allocation to Japanese equities

Making the case: Active allocation to Japanese equities

🕔17:44, 13.Jan 2020

As it continues to bounce back from a prolonged period of contraction, the Japanese economy offers an attractive opportunity set to investors, says Miyuki Kashima, Head of Japanese Equities, BNY Mellon Asset Management Japan Limited. Economic growth has seen Japan go from

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