Japan

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Markets

07DEC 2018

Outlook 2019: Japanese equities

Japanese companies continue to respond positively to the improving domestic conditions as they begin to regain some pricing power after almost two decades of deflation.

2018

OCTOBER

25OCT 2018

Markets

Market falls: cause for alarm or calm?

It’s been a torrid period for stock markets recently. We examine what’s been happening and find out why some investors think it could be a time of opportunity.

24OCT 2018

Economics

Womenomics: Is Japan’s economy lacking women?

Japan’s impressive labour market data masks the low number of women employed or actively looking for work, known as the participation rate. We look at what might happen as this number rises.

24OCT 2018

Markets

Our multi-asset views for October 2018

Our asset allocation views this month include an upgrade to equities overall, and also specifically in Japan.

SEPTEMBER

18SEP 2018

Economics

Japan PM poised to cement his position

Quickview: We see a more hawkish monetary policy stance as one implication of a Shinzo Abe leadership election win.

AUGUST

31AUG 2018

Markets

Summer wrap: the macro and markets news you might have missed

With no sign of a summer lull this year, here’s a brief summary of the key events from July and August that matter to investors.

10AUG 2018

Economics

Japanese growth rebounds in Q2 amid buoyant domestic demand

The robust domestic picture is encouraging given weaker outlook for global trade

JULY

31JUL 2018

Economics

Bank of Japan straps in for bumpy ride

The Japanese central bank has made a series of small tweaks to monetary policy to keep going for longer.