Japan

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Economic Views

14FEB 2019

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.

Equities

07DEC 2018

Economic Views

14NOV 2018

2018

OCTOBER

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

Equities

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

Multi-Asset

Our multi-asset views for October 2018

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

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.

AUGUST

31AUG 2018

Equities

Summer wrap: the macro and markets news you might have missed

With no sign of a summer lull this year, here’s a brief summary of the key events from July and August that matter to investors.

10AUG 2018

Economic Views

Japanese growth rebounds in Q2 amid buoyant domestic demand

The robust domestic picture is encouraging given weaker outlook for global trade