BoJ Surprise: What Does Kuroda's Pivot Mean
In a surprise move, the Bank of Japan raised the range for the 10-year JGB rate to 0.5%. Learn more about what this means.
Insights
Articles
Article
Article
Something Novel: Growth Opportunities in Japan
Japan’s economy is less vulnerable to economic doom seen globally, thanks to a more conservative pandemic response and a later recovery.
Article
4 Things you must know before investing in Japan
Learn about Japan's recent market performance and the impact of the weak Yen on the equity market.
Article
Land of the Rising Opportunity
Economies around the world are struggling with post-pandemic wage-price spiral fears and slowdowns.
Article
Depreciation of the Japanese Yen
Multiple factors at play have been affecting the Japanese Yen, such as trade and services balances.
Article
Japan Inbound Tourism: Part II
We think it will take some time for the number of inbound tourists to recover to the pre-pandemic level, as deregulation in border control is gradual.
Article
Japan Inbound Tourism: Part I
What does it mean for Japan's domestic economy and currency?
Article
Japan Small Caps With Big Potential
Japan’s small cap segment as a whole is boiling with potential: diversification benefits amid low foreign ownership, enhanced corporate governance, attractive valuations and strong earnings recovery potential.
Article
Japan Equity Small Cap (JES): A Case Study
In this report, we will investigate the reason for our JES outperformance from the start of Covid-19 (28 Feb 2020) to 30 Sept 2021.
Article
Ukraine and Japanese Equities
Economic sanctions against Russia unlikely to have major repercussions for Japan’s economy, notwithstanding some auto industry exposure.