Economic Views

20MAY 2019

Japan springs growth surprise to allay recession fears

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



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.


14NOV 2018

Economic Views

Natural disasters hit Japanese growth

Japan's stop-start year continues with weakness seen across the board over the third quarter amid a series of natural disasters.


31OCT 2018

Economic Views

Bank of Japan stands firm amid concern over side effects of easing

The Japanese central bank held fire on monetary policy changes at its October meeting as it downgraded the inflation outlook yet again

25OCT 2018


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

Economic Views

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


Our multi-asset views for October 2018

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


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.