The future of Abenomics, the Japanese prime minister's eponymous policies, have been cast into doubt after his resignation on August 28. What does this mean for local assets?
Tag : shinzo abe
Shockwaves around the world have made political analysis a must for investors in Asia. But is the really smart play to look beyond the short-term news flows and stick to fundamentals?
In the second of AsianInvestor's forecasts for the lunar new year, we predict that Japan will miss its inflation target and assess what prime minister Shinzo Abe should do to defeat deflation.
Cabinet minister Yasutoshi Nishimura seeks to convince a global forum of the sustainability of government policy. Prime minister Shinzo Abe’s message is simpler: buy Japan.
The brokerage looks into its crystal ball for its 20th annual Fung Shui Index and sees bullish equity markets and a property plunge in HK. But things could be dicey for Alibaba’s Jack Ma.
Global investors appear to be underweight Japan equities; merely shifting to neutral would drive strong inflows, and there are good reasons for that to happen, says BNY Mellon's investment arm.
A government taskforce has called for GPIF and other public funds to fundamentally restructure to seek higher returns, diversify and revamp governance.
Commentators tell a research summit that Shinzo Abe’s revival package is too small to make a difference to the country’s unsustainable debt problem. Worse, it could spark market panic.
Unless Japanese pension funds start investing in the domestic equity market, participants should expect a reversal, says Robeco CIO Arnout van Rijn.
With all the talk around stimulus measures giving Japan a much-needed economic boost, MFS Investment CIO Michael Roberge argues the measures should have been taken long ago.
Carl Tannenbaum, chief economist at Northern Trust, says healthy banks are key to broad investment opportunities.
The firm will soon roll out a Dublin-domiciled Asian fixed income product. It also expects more Japanese money to flow offshore and sees Philippine bonds as particularly attractive now.