Japan's Up and Coming PM, Shigeru Ishiba
Our quick market update following the recent elections in Japan.
Insights
Articles
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Japanese Equities: Why a Growth Reversal is Nigh
With spreads between growth and value stocks reaching historic levels, is this the right time to consider a strategic shift towards growth?
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Japan stock market tumbles
On August 2, the TOPIX and the Nikkei Stock Average experienced significant drops of 6.1% and 5.8%, respectively. Discover the key factors behind the situation and gain insights from our perspective.
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India Equities: What Happens Post Election?
Big news! The election results are in – what’s next for India’s booming markets?
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The End of Boj Negative Rate Policy
Our Senior Strategist, Hirofumi Kasai, share about his thoughts on the latest monetary policy announcement by the Bank of Japan in this short commentary.
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New Nikkei Record is No Bubble Repeat
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.
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Japan Snapshot: GDP Data Unlikely to Trouble BOJ
In this short commentary, our Senior Strategist, Hirofumi Kasai, share about his thoughts on the latest Japan GDP data.
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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.
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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.
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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.
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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.
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Land of the Rising Opportunity
Economies around the world are struggling with post-pandemic wage-price spiral fears and slowdowns.
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Depreciation of the Japanese Yen
Multiple factors at play have been affecting the Japanese Yen, such as trade and services balances.
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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.
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Japan Inbound Tourism: Part I
What does it mean for Japan's domestic economy and currency?
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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.
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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.
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Ukraine and Japanese Equities
Economic sanctions against Russia unlikely to have major repercussions for Japan’s economy, notwithstanding some auto industry exposure.
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Has Japan lost its way without Abenomics?
Under Abenomics, former PM Shinzo Abe helped the Japan equity market to move on from the two lost decades of the 1990s and 2000s.