Abenomics

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Equities

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

SEPTEMBER

18SEP 2018

Economic Views

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.

FEBRUARY

14FEB 2018

Economic Views

Japanese growth moderates, but eighth consecutive quarter of positive GDP growth confirmed

Quickview: Consumption and capex the bright spots in a weaker-than-expected Japan GDP report.

2017

DECEMBER

04DEC 2017

Equities

Outlook 2018: Japanese equities

The policy environment for Japanese companies looks favourable for the year ahead, although external risks remain.

OCTOBER

17OCT 2017

Equities

Where next for Japan as election looms?

With an upcoming general election and worries over growth, how do we view the Japanese market?

FEBRUARY

28FEB 2017

Economic Views

How exposed is the Japanese economy to possible US trade protectionism?

Japan may appear less exposed than some other countries to US trade risks but it would still be affected by anti-globalisation measures.

2016

JUNE

21JUN 2016

Equities

Investing in the future: Japan's focus on sustainability

Japanese companies are increasingly thinking long term in order to thrive and grow in the future.

MAY

18MAY 2016

Economic Views

Schroders Quickview: Japan GDP figures flatter to deceive

The Japanese economy continues to struggle to regain momentum. We expect today’s GDP figures will result in a delay to the next consumption tax hike.