The Dutch pension investor is underweight in the sector relative to target and sees Japan, living and selective office recovery as key areas for future deployment.
The government-backed investor is backing the US venture firm's ninth fund as part of efforts to connect Japanese startups with overseas capital and expertise for global expansion
Investors are closely watching how political uncertainty in Tokyo reverberates across Asia, potentially reshaping capital flows into South Korea, Taiwan and select ASEAN economies.
Investors are moving beyond broad benchmarks into sector, factor and active ETFs, while issuers and exchanges race to meet demand with feeder structures, synthetic products and advanced trading workflows.
The country's decision to double defence spending to 2% of GDP reflects both a recalibration of Tokyo’s security posture in the Indo-Pacific and a broader industrial revival.
The country's JPY100 trillion ETF market is moving beyond its narrow, passive foundations, driven by shifting investor behaviour and regulatory change.
As the country sees a record equity rally and sharply weaker yen, experts weigh on whether the market surge is sustainable and what the new administration means for monetary policy, currency stability and long-term investment strategy.