japan

Latest news and analysis on japan

Equities

2 global stocks Canopy believes are positioned for long-run compounding

Canopy Investors breaks down where quality global growth exists today and why so much of it lies outside the U.S.
Stephanie Gardner
Livewire Markets
Macro

Japan's Corporate Awakening

A lot has changed in the decade since Japan's Abenomics period - why we're positive about the prospects for Japanese equities.
Alex Cathcart
Drummond Capital Partners
Equities

How Buffett banked $9.7bn and six ETFs to follow his lead

Playing the market Buffett expects Berkshire Hathaway to hold for years to come.
+3
Sara Allen
Livewire Markets
Macro

How are Asian markets staying resilient despite Trump's tariffs?

Hang Seng leads global markets as China weathers the storm
NYSE:JD
Garry Laurence
Profeta Investments
Investment Theme

How did my Crazy-Eight A-Shares go?

It was a great year for global equity markets. Australia was a relative laggard. The Magnificent Seven did well, as did my 8 China A-Shares.
Kingsley Jones
Jevons Global
The Pitch

A once in three-decade type of opportunity

It's been a long time coming, but as Lazard Asset Management's June-Yon Kim explains, investors cannot ignore this opportunity.
Ally Selby
Livewire Markets
Equities

2 stocks benefiting from Japan's digital revolution

The Forager team undertook a research trip to Japan a couple of months ago, meeting more than 50 companies. Here's two that stood out.
XRO
Harvey Migotti
Forager
The Pitch

How investors can play the growth stories in India and Japan

And the region emerging markets specialist Amit Goel of Fidelity International views as the best growth opportunity over the next 10 years.
Ally Selby
Livewire Markets
Macro

5 key themes to watch in global real estate

Our global real estate outlook for 2024 highlights 5 key themes across senior housing, retail, industrial, Japan and data centres.
Chris Bedingfield
Quay Global Investors
Macro

Indebted companies and the rate-pause consensus

This week’s edition begins with an assessment of global futures markets, indicating that the “rate pause” is assumed around the world.
Macrobond Financial
Macrobond Financial
Macro

Investor sentiment, Japan’s hot inflation and rainy England

This week’s charts begin with a barometer measuring bullish and bearish US stock investors.
Macrobond Financial
Macrobond Financial
Expert Insights

This is China's economic reckoning

There's a real risk that China is heading down the same path as Japan did in its "lost decade". This expert says there's one way to stop it.
Ally Selby
Livewire Markets
Macro

Stock valuations, European gloom and bullish Japan

This week’s charts begin with GARP – “Growth at a reasonable price”
Macrobond Financial
Macrobond Financial
Macro

Real yields, Taiwanese trade and Bitcoin’s rally

This week’s charts begin with a historic look at US bond returns
Macrobond Financial
Macrobond Financial
Macro

Japan is obsessed with wages

From policymakers to executives and the public, Japan is talking about workers' pay.
Macrobond Financial
Macrobond Financial
Macro

A divergent outlook for central banks after a year of tightening

Our economist anticipates a week of decisions in the US, UK and Japan.
Macrobond Financial
Macrobond Financial
Macro

Will markets force the BOJ to finally abandon negative rates?

With a resilient US facing higher rates for longer, the weak yen could lead to a big change in Japan.
Macrobond Financial
Macrobond Financial
Macro

Heatmapping the world: In search of inflation’s hottest and coldest spots

From Asia-Pacific to Latin America, the global inflation picture is diverging.
Macrobond Financial
Macrobond Financial
Macro

German confidence, Vegas gamblers and explaining currencies

This week’s charts begin with a “traffic light” measurement of German business confidence.
Macrobond Financial
Macrobond Financial
Macro

Japan’s inflation revolution

Nominal GDP, wages and corporate revenues are growing at the fastest rate in 30 years.
Macrobond Financial
Macrobond Financial
20