15NOV 2017

Economic Views

Pick up in net exports supports Japanese Q3 GDP growth

Japan confirms seventh consecutive quarter of positive growth at 1.4% q/q in Q3.


17OCT 2017


Where next for Japan as election looms?

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

09OCT 2017


Will it be smooth sailing for markets until the end of the year?

At the latest Schroders Live event on 4 October, our panel looked at whether equities can sustain their stellar run in view of the coming reduction in central bank liquidity, geopolitical tensions, currency moves and stretched valuations.


11JUL 2017


20 years on: could the Asian financial crisis be repeated?

Matthew Dobbs, a veteran Asian fund manager, was in the eye of the storm in 1997. He examines why it happened and whether it could be repeated


01JUN 2017


60 seconds on the most predictable element of investing in Japan

Andrew Rose explains why the geopolitical backdrop should not distract investors from positive company-level changes in Japan.


18APR 2017


How currencies move stockmarkets

These charts illustrate how and why US, UK and Japanese stockmarkets are affected by currency swings.


16MAR 2017

Economic Views

Dovish rate rise from the Fed while BoE and BoJ stand pat

Global central bank roundup: while the Federal Reserve moves towards normalisation of interest rates, it appears to remain a remote prospect for Japan and the UK.


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.

14FEB 2017


Abe-Trump meeting positive for Japan

The meeting between the Japanese and US leaders was more amicable than many expected, leaving the serious battles to be fought another day.



02DEC 2016


Outlook 2017: Japanese equities

In common with other equity markets, the outlook for Japan in 2017 has become slightly more complicated following the US presidential election.