Japan: Hold Your Nerve
The number of coronavirus cases in Japan is still rising and with it the risks of a technical recession. Despite this we remain overweight Japanese...
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Japan - A Brighter 2020
We are optimistic about Japan’s growth prospects in 2020 and are overweight Japanese equities in our regional relative portfolio. The economy, led...
332 Views
The BoJ's ETF Purchases: Limited Impact on Real Economy, but Not Devoid of Consequences for Equities
The Bank of Japan (BoJ) has become the largest single holder of exchange traded funds (ETFs), but their recent decision to commence an ETF lending...
525 Views
Sep Div Date in Japan - Still Interesting, Still Significant
I often label these insights "Tuesday and Wednesday" because it has often been a Tuesday and Wednesday. This autumn's version is called "Thursday...
521 Views
Japan: Don't Hold Your Breath
We have been losing confidence in the Japanese growth story for some time, arguing that the best is behind. The reason for staying long Japanese...
433 Views