Search Result(s)

There are 6 item(s) tagged with the keyword "Japan".

Displaying: 1 - 6 of 6

Japan macro watch: Mind the Reversals

Coordinated intervention and hawkish BOJ signals have stabilised the Japanese yen, but sustained strength depends on fiscal credibility and tighter monetary policy.

Tags: Fidelity, Japan
Japan: Authorities push against a strong dollar and oil
Tags: abrdn, Aberdeen Investments, Global Macro, Japan
Enduring reform: Japan's ongoing shift in corporate behaviour
Three years ago, when we first made the case for Japanese equities, the idea that corporate Japan was changing for the better required some persuasion. But the country’s stock market rally of 2023, driven by genuine profit growth, confirmed what was then a contrarian stance. Now, we may be approaching another such inflection point.
Tags: M&G Investments, Equities, Japan
A meaningful first step by the Bank of Japan to normalise monetary policy

A meaningful first step by the Bank of Japan to normalise monetary policy

Tags: M&G Investments, Equities, Perspectives, Japan
Japan versus global inflation

Numerous factors are putting upward pressure on prices in Japan, and the yen is acting as an escape valve for the central bank's yield curve control policy.

Tags: LGIM, Currency, Japan, Oil, Equities, Bonds
Focusing on what matters in Japan

Nicholas Price, portfolio manager of Fidelity Japan Trust PLC, reviews recent market movements in Japan amid a sharp rotation of away from growth stocks and sectors. He discusses what lies ahead for investors and outlines the compelling long-term opportunity among small and medium-sized companies with sustainable growth prospects.

Tags: Fidelity, equities, Japan

Displaying: 1 - 6 of 6