The Bank of Japan hiked interest rates to their highest level in 17 years on Friday, but investors reckon the outlook for equities is benign.

The post Japan ready to join ‘global club of normalised monetary policy’ appeared first on Fund Selector Asia.

Prime minister Shigeru Ishiba’s coalition lost its majority in snap election.

The post Japan election uncertainty prompts carry trade concerns appeared first on Fund Selector Asia.

Andy Cox, equity investment specialist at Janus Henderson, explains why the shift in interest rates bodes well for listed real estate.

The post Janus Henderson: Headwinds are becoming tailwinds in listed real estate appeared first on Fund Selector Asia.

The volatility in Japanese stocks sent most Japanese equity funds into negative territory after Monday’s historic slump.

The post Wild stock swings erase most Japanese funds entire 2024 gains appeared first on Fund Selector Asia.

Could the economy’s unexpected fall in GDP during the first quarter derail the enthusiasm for Japanese equities?

The post Japan: What’s next? appeared first on Fund Selector Asia.

Over 80% of active managers are underweight Japan despite strengthening fundamentals, according to GMO.

The post Active managers are underweight Japan despite strong fundamentals: GMO appeared first on Fund Selector Asia.

At the end of last month, the Bank of Japan surprised markets by effectively raising the threshold for 10-year JGBs in its controversial yield curve control policy. While this may seem on the face of it a headwind for the country’s soaring stock market, the reality is more nuanced.

The post How does Japan’s yield curve control policy shift change the outlook for Japan? appeared first on Fund Selector Asia.

The world’s largest asset manager is upping exposure to short-term sovereign bonds and downgrading credit in the long run.

The post BlackRock backs short-term bonds for the long term appeared first on Fund Selector Asia.

FSA compares the FSSA Japan Equity fund and the MFS Meridian Japan Equity fund.

The post HEAD-TO-HEAD: FSSA versus MFS Investment Management appeared first on Fund Selector Asia.

Cardano’s Corne van Zeijl and David Goldberg discuss the global impact of rising inflation in Japan.

The post A tsunami of yen: Could a Japanese policy shift spark a global bond sell-off? appeared first on Fund Selector Asia.