Nikko Asset Management Australia

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 2012 will ever achieve its objective of moving Japan’s economy forward. We believe that Abenomics is working, however we feel... Show More

Saxo Capital Markets Australia

John Hardy, head of FX strategy at Saxo Group, thinks that the Bank of Japan (BoJ) may initiate a 'reasonably sized stimulus measure' before implementing helicopter money. This could happen after the US election as the BoJ needs to feel comfortable before the next phase of quantitative easing can begin.... Show More

Perpetual Equity Investment Company

Despite much fanfare it appears that the Japanese government is losing its battle to refloat its economy and lift inflation. The government may believe that Japan is 'back and on track', but global bond investors think differently, with government bonds declining and inflation linked bonds leveling out. Interestingly, the entire... Show More