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

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

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

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

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

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

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

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

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

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

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

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

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