Japan Snapshot - Crunch Time for PM Kishida?
Ahead of two key upcoming votes, our Japanese Equity Portfolio Manager, Tetsushi Wakayama, discusses in our latest commentary piece.
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Japan Snapshot: Summer Holidays
The pandemic is over, and holidays are here – but is Japan ready to shed its workaholic image and learn to take a break?
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ASEAN Equities: Foreign Direct Investment Reaches New Heights, Unlocking the Region’s Potential
Over the years, ASEAN has emerged as a leading recipient of Foreign Direct Investment (FDI) among developing regions. Why is the FDI reaching an all-time high in ASEAN? What are the opportunities?
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BOJ Adjustment - YCC with Added Flexibility
What does the recent move by the BOJ on YCC signify?
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Signs of a Sea Change in Japan - What's Going On
Is Japan’s decades-long deflation finally coming to an end?
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Japan Snapshot: Japan Welcomes Inflation
While global economies grapple with rising costs, Japan's perspective on inflation takes an unexpected turn.
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India Equities: Ready to reap demographic dividend
According to estimates, India has overtaken China to become the world's most populous nation. What does it mean?
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Japan Snapshot: Population Turnaround
Could wage hikes lead to a minor baby boom in Japan?
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India Equities: A multi-year growth theme
Investors around the world always view India as a growth market. The reasons are compelling - right demographics, improving infrastructure, digital adoption, rising per capita income and strong corporate balance sheets – to name a few.
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Japan Snapshot: Immigration Queues
Tokyo Narita is one of four airports in Japan named among the top 20 in the annual Skytrax World Airport Awards (with nearby Tokyo Haneda also winning the gong for world’s cleanest airport), but is there still room for improvement in some aspects of the traveller experience? TMAM senior strategist Hiro Kasai thinks so.
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Japan's Labour Market Poised for New Narrative
Wage growth in Japan has been slow amid low productivity growth and considerable reluctance to raise fixed costs in the post-bubble lost decades, as well as a downward skew in average pay from Abenomics-era workforce participation initiatives.
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BOJ's New Leadership
Kishida administration has proposed Kazuo Ueda as the new BOJ governor. Ryozo Himino, former Commissioner of Japanese Financial Services Agency, and Shinichi Uchida, Executive Director of BOJ, were also nominated as Deputy Governors.