Section
Japan
105 posts
The 4Rs of Japanâs Equity Market Resurgence
by Stephen Way, CFAÂŽ, SVP, Head of Global & Emerging Markets Equities, AGF Investments Inc. The 4Rs of…
The Yen Strikes Back: How Japanâs Rate Moves Are Reshaping Global Markets
by SIACharts.com On July 31, 2024, the Bank of Japan raised its key interest rate to 0.25%, up…
Three Portfolio Takeaways Inspired by Buffett
by Brian Manby, CFA Associate, Investment Strategy, WisdomTree Key Takeaways Buffettâs growing cash reserves signal caution in an…
Red Waves and Bond Graveyards: The Fedâs Nightmare in Trumpâs America
by Pierre Daillie, Managing Editor, AdvisorAnalyst.com
"What are they supposed to do now?" muses Gavekal.1 In a week filled with post-election jitters and bond market bruises,...
China vs. Japan: A Battle for the Sharpest Equity Market Turns of 2024
by Key Takeaways August and September 2024 saw dramatic shifts in Japan and Chinaâs equity markets, with Japan's…
60/40? A Second Opinion from GMO's Ben Inker
Join hosts Mike and Audrey in this first episode of Insight and Opinion as they explore the evolving relevance of the classic 60/40 portfolio strategy. They dive into Ben Inker's critical analysis from GMO1, which highlights the '60/40 autopilot problem' and proposes the Benchmark-Free Allocation Strategy (BFAS) as an adaptive investment approach.
From Flash Crash to Bullish Breakout: CI Japan Equity Index ETF's (JAPN.TO) Triumphant Rise
by SIACharts.com The Japanese Equity ETF (JAPN.TO) has performed well within the SIA Hypothetical 5 CAD ETF Sector…
SocGen's Albert Edwards: Why August turbulence might not yet be over
SocGen's Albert Edwards points out that the turbulence in equity markets may not yet be done in his…
Why Japan Bounced Back
by Keita Kubota & Kei Okamura, Portfolio Managers, Neuberger Berman A huge market shock and a prime Minister…
Why Japan May Be the Next Semiconductor Powerhouse
by Grace Huang, Senior Analyst, AGF Investments Japanâs equity market has been hit hard by the recent correction…
Reversal of fortune
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Strong stock rally - After a sharp decline…
Why the recent market correction may have been an overreaction
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Bank of Japan - The Bank of Japan…
Carry Trade Unwind: Is It Really Over?
by Jeffrey Kleintop, Chief Global Market Strategist, Charles Schwab & Company Having been warned about the risk, investors…
What investors need to know about stock market corrections
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Market corrections are common - Since the early 1980s,…