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Japanese Equities
Japanese Equities | 3 Oct 19
Navigating a path for Japanese equities
VAT hike and monetary easing set to hit banking and auto stocks as investors plot strategies to counter impact
Emerging Market Equities | 17 Apr 19
Best and worst asset classes of Q1 2019
Chinese equity funds were the top performers for the first quarter of this year, according to FE Analytics
Asian Equities | 24 Jan 19
Equity funds selectors should have bought in 2018
Most equity funds available in Europe made a loss last year. But which funds bucked the trend?
Managers stick by Japan despite failed outperformance predictions
No funds in the sector delivered a return in 2018
Fund Manager Sentiment | 28 Nov 18
The second coming of Japanese equities
Government reforms and societal shifts have reignited investor confidence after years of economic stagnation
Asian Equities | 19 Sep 18
Where to find alpha in Japan
Most investment into Japan goes into the more famous names but local companies are undergoing the real revival
Japanese Equities | 12 Jul 18
Four Seasons offers Japanese equities Ucits fund
The move is part of a growing trend of Asia-based asset managers offering funds in Europe.
European Equities | 14 May 18
Iberian fund selectors’ view on US equities improves
Portuguese and Spanish fund selectors like European equities and emerging market debt, have improved their outlook on US stocks but are neutral towards Japanese equities, according to Last Word Research.
Asian Equities | 8 May 18
Nordic confidence on Japan wavers as yen falls
Japanese equity funds have lost their appeal to Nordic fund selectors because of concerns about the depreciating yen.
Asian Equities | 12 Mar 18
Don’t expect Japan’s QE to end anytime soon
Fund managers remain bullish on Japan’s corporate earnings growth as stagnant inflation seems highly unlikely to spur its central bank into unwinding quantitative easing for at least another two years.
