Investment insights from 10 days in Japan

Jack Lowenstein

We recently returned from ten days visiting more than 20 companies in Japan. Two things struck us: the vast increase in the number of tourists, and how cheap it seemed compared to Australia. The last was born out by the fact that persistent low inflation means that Tokyo is no... Show More

The best place for value and momentum

Livewire Exclusive

After decades of disappointment, the investment environment is finally starting to look positive in Japan. Chad Slater, Joint CIO at Morphic Asset Management, says Japan is the cheapest it’s been compared to the rest of the world for over a decade. Show More

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Look to these Asian markets for returns

Peter Wilmshurst

This year MSCI said it plans to add 222 mainland Chinese A-shares to their index. This heralds a further emergence of China (and more broadly Asia) as a signficant market to look out for. We see a range of opportunities in Chinese ports, telecom and select consumer companies. In Japan... Show More

Jack Lowenstein’s 5 rules of investing

Livewire Exclusive

Jack Lowenstein, co Chief Investment Officer at Morphic Asset Management has not taken the conventional path into professional investing. Having started his career as a journalist, Lowenstein has spent the last two decades investing in global equities. He describes himself as a ‘frontier investor’ willing to go where many are... Show More

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A bright outlook for Japan

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

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Gold - Q1 Review.....More Upside to Come?

Jordan Eliseo

Today’s rally notwithstanding, gold has had a relatively low profile start to 2017. This is in stark contract to a year ago, when a volatile stock market and the surprise implementation of NIRP in Japan led to range of optimistic forecasts and proclamations of “a new bull market in precious... Show More

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The greatest bubble of all time

Livewire News

Thinking and acting long-term, for the long-term, is one of the few edges remaining in the markets. Bring up this idea and there will almost always be someone waiting to take the other side with the ‘what about Japan?’ argument. Japan’s two-and-half decade economic and market struggles make for some... Show More

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Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Aussie market fell on the open after banks turned from positive to negative on CBA result before a recovery in the second half of the day erased most of the loses. The market was held up by Health Care and Gold sector while Utilities, Energy and Retail were the main... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Aussie market delivered a solid positive day on the back of the banks, health care and staples while commodities risk did not take down resources as much as expected. That’s 13 positive days out of 17 trading days in July. The Aussie market was mainly driven by the rate cut... Show More

The market may be getting ahead of itself in expecting helicopter money from the Bank of Japan, says Saxo Group's John Hardy

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

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Aussie market moved up on the back of banks despite falling commodities and weak global sentiment. Aussie market today can be explained as a tale of two cycles. Despite the short term profit taking worry, we continue to remain positive on the medium to long term outlook for the equity... Show More

Five market changes you mightn't have noticed

Fidelity International

It’s natural for investors to boost the prominence of the UK referendum on EU membership. Indeed, it might have a significant effect on markets, either positive or negative. It’s another matter, ahead of time, to know what that impact might be; or how to prepare for the vote. The reality... Show More

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Gold: Trumping all though caution warranted

Jordan Eliseo

Despite the overnight pullback in metals prices, it’s been another strong month for gold, with record ETF inflows, and prices moving decisively above USD $1200oz. Lately, the move in gold has coincided with risk assets rallying, no doubt driven by dovish activity in Europe and Japan. Show More

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Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Aussie market started positive on strong commodities and finished negative on weak China and Japan outlook. The Chinese trade data was a reality check for the market that was looking at the potential stimulus from PBOC instead of the growth downgrade. Japanese GDP data was restated and that confirmed the... Show More

Four factors at work

Clime Asset Management

In recent weeks, there have been four economic and political factors that are highly significant for asset market psychology and therefore the direction of markets. Show More

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Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Aussie market started positive and finished even more positive on Chinese lending data despite a pullback in the middle on Japanese not moving on stimulus quickly. The Japanese are waiting to see the effects of negative rates before moving on more stimulus. China lending was on fire with New Year.... Show More

What is the next currency trade for Australian investors?

Eley Griffiths Group

The USD trade may be maturing for Australian investors but is there another currency trade unfolding? Two global brokers are calling for the Japanese Yen (JPY) to be the strongest performing currency in 2016 and at this early stage it is looking like an excellent call. Astro Japan Property Trust... Show More

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How low can USDJPY go?

Saxo Capital Markets Australia

Since the beginning of the month the Japanese Yen has only traded downwards against the US dollar. Even with the shock move into negative rates territory by the Bank of Japan has been unable to exercise any lasting effect on weakening the JPY exchange rates. Saxo’s Head of FX Strategy... Show More

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Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Aussie market started very negative with global sentiment before bouncing back to recover half the day’s loss and then sliding slightly further negative as the optimism waned. History tells us that in recent terror threat have not delivered a prolonged negative sentiment. We expect the current event to follow the... Show More

Japan delivers $11.9bn float, the biggest IPO of 1215

Livewire News

Overnight: Sale of shares in state-owned company raises a combined $11.9bn in world's largest initial public offering this year. Shares of Japan Post surged nearly 26 percent in their trading debut after the company and its banking and insurance units raised a combined $11.9bn in the world's biggest initial public... Show More

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