As Nikkei continues to record all-time high, Hirofumi Kasai, our Senior Strategist, explains why this time the market is different from the 1989 bubble.
In this short commentary, our Senior Strategist, Hirofumi Kasai, share about his thoughts on the latest Japan GDP data.
Ahead of two key upcoming votes, our Japanese Equity Portfolio Manager, Tetsushi Wakayama, discusses in our latest commentary piece.
The pandemic is over, and holidays are here – but is Japan ready to shed its workaholic image and learn to take a break?
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?
What does the recent move by the BOJ on YCC signify?
Is Japan’s decades-long deflation finally coming to an end?
While global economies grapple with rising costs, Japan's perspective on inflation takes an unexpected turn.
According to estimates, India has overtaken China to become the world's most populous nation. What does it mean?
Could wage hikes lead to a minor baby boom in Japan?
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.
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.
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.
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.
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.
Japan’s economy is less vulnerable to economic doom seen globally, thanks to a more conservative pandemic response and a later recovery.
Learn about Japan's recent market performance and the impact of the weak Yen on the equity market.
Economies around the world are struggling with post-pandemic wage-price spiral fears and slowdowns.
Multiple factors at play have been affecting the Japanese Yen, such as trade and services balances.
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.
What does it mean for Japan's domestic economy and currency?
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.
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.
Economic sanctions against Russia unlikely to have major repercussions for Japan’s economy, notwithstanding some auto industry exposure.
Under Abenomics, former PM Shinzo Abe helped the Japan equity market to move on from the two lost decades of the 1990s and 2000s.