Economic reform, loose monetary policy and weak yen continue to boost earnings momentum across corporate Japan.
GDP expansion forecast to hit up to 8.5 per cent over the next 12 months and thereafter move into double-digit territory.
For the past year commentators have been opining on how dramatic the slowdown in the nation’s growth will be, but does it matter?
For Liontrust’s head of multi-asset, John Husselbee, the disparity of monetary policy across the globe is firmly dictating where he is placing his bets.
A sharp Chinese growth disappointment will send surrounding economies falling with it, but a bet on Australian government bonds could be insurance enough to smooth it out.
Industry experts say Japanese corporates offer attractive earnings growth and valuations despite worries over recent macroeconomic data
Alibaba’s IPO on the NYSE last week was the largest ever debut listing on the bourse, and its $68 a share price quickly soared a peak of $93.89 on the first day’s trading.
The Japanese Nikkei 400 index launched in the summer of 2013 as an index showcasing the country’s most shareholder-friendly and best-run companies, but how much of a guide is this for fund managers?
Described as a game changer for global markets, the dramatic fall in the price of oil is creating a distinct group of winners and losers.
In a year when attention shifted back towards emerging markets it was India that led the way.
Abenomics crashes on sending the Topix higher and higher to investors’ glee, but an implicit bet on the creditworthiness of Japan accompanies the trade.
Ben Lofthouse has added mainly to Chinese equities following signs of reforms in the country’s state owned enterprises.
Bestinvest has published its latest Spot the Dog report, highlighting 49 underperforming funds running £19.55bn in assets.
Apollo Multi Asset Management has spent recent months moving into two areas of the market that have been relatively unloved by investors of late - Japan and emerging markets.
Some investors could be looking for new funds for their portfolios on 1 July, when the Isa tax-free limit rises to £15,000 following the overhauls laid out by chancellor George Osborne in the 2014 Budget.
Chief investment officer Tom Becket says “boring” veneer conceals a number of contrarian plays.