Section
Japan
117 posts
Now Showing: Seven Samurai (2024)
by Hyun Kang, Research Analyst, WisdomTree Key Takeaways Goldman Sachs recently identified another basket of stocks, the “Seven…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Japan’s Retirement Contribution Overhaul Is Fueling Its Bull Market
by Jeff Weniger, Head of Equity Strategy, WisdomTree Key Takeaways The recent overhaul of Japan's retirement contribution system,…
Time for the Yen to Blossom?
by Brad Tank, Co-Chief Investment Officer and Global Head of Fixed Income, Ugo Lancioni, Senior Portfolio Manager, Toyaj…
What Could Turn China Around?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Charles Schwab & Co., Inc. Changes in China's…
Key takeaways from the latest central bank meetings
by Olga Bezrokov, Russell Investments Executive summary: The Bank of Japan delivered its first rate increase in 17…
The Japanese stock rally may have more room to run
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Laying the groundwork - “Abenomics,” an ambitious economic…
Japan's Long Comeback
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
The opportunity in Japanese stocks
by Belinda Boa, Head of Active Investments, Asia Pacific, & CIO of Emerging Markets, BlackRock Fundamental Equities Japanese…
Count Down to Rate Cuts (and Hikes)
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Taiwan’s election, Japan’s market high, and China’s deflation concerns
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Taiwan Voters chose a return to the status…
The Four 4s Behind the Compelling Opportunity in Japan Equities
by Drew Edwards & John Thorndike, GMO LLC Executive Summary Enthusiasm for Japanese equities picked up in 2023…
Land of the rising sun still shining
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Market Ethos November 27, 2023. Have you ever noticed…
Bank of Japan: End of an Era?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Global market roundup: Manufacturing, earnings season, inflation, and more
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Manufacturing weakness Purchasing Managers’ Indexes painted a weaker…
Japan Equities Are Compelling… But More Than 80% of Active Managers Are Underweight
by Drew Edwards and Rick Friedman, GMO LLC Investors have been chronically underweight Japan for the past three…
