Japan

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Markets

16OCT 2019

Which stock markets are "cheap" entering the final quarter of 2019?

There are plenty of reasons why investors could justifiably feel pessimistic about the future, but stock market valuations are not one of them.

2019

AUGUST

09AUG 2019

Economics

Two challenges remain for Bank of Japan despite stronger-than-expected GDP

Second quarter GDP growth shows improved domestic demand but further easing measures from the central bank look likely.

JULY

30JUL 2019

Economics

Bank of Japan officially enters the currency wars

The Bank of Japan’s stance at its July meeting is aimed at stopping the yen appreciating.

MAY

20MAY 2019

Economics

Japan springs growth surprise to allay recession fears

However, the Q1 GDP report masks very weak domestic demand.

APRIL

25APR 2019

Economics

Central banks of Japan and Canada join the dovish camp

Both the Bank of Japan and Bank of Canada left interest rates on hold, as expected, while tweaks to guidance imply a more accommodative stance.

MARCH

25MAR 2019

Economics

Savings behaviour in a low rate world: what can we learn from Japan?

We examine whether Japanese households have taken on more risk in search of higher returns, and consider the implications for other developed markets.

FEBRUARY

14FEB 2019

Economics

Germany and Japan avoid recession but weaker global trade bites

Domestic demand improved in both economies at the end of 2018 but trade concerns persist.

2018

DECEMBER

07DEC 2018

Markets

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.