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Nowhere like home for Asia’s new money
A Fidelity survey reveals Asia’s retail investors favour equities outside of the region ahead of anticipated Fed cuts. But Asia has just as much to offer.
Emboldened BOJ takes hawkish tilt
The Bank of Japan has set itself firmly on the path of further policy normalisation. But how far and fast it will go from here remains an open question.
The Investor's Guide to China podcast: The renminbi effect
In this episode, we turn our attention to something that affects almost every investor in China: a weakening renminbi.
Chart Room: Japan Inc’s buyback spree
Share repurchases announced by Japanese companies are poised to hit a record high this year. More companies have also boosted dividend pay-outs.
The Investor's Guide to China podcast: Healthcare
Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine.
Chart Room: Japan’s stock train leaves behind train stocks
Business is back on the rails for Japanese train companies, but their stock prices remain largely stuck in the Covid era.
Axing the ‘ex-Japan’: A new era for Japanese bonds
Tailwinds stretching from index reform to rate hikes are lifting Japan's bond market from the doldrums
Asian stocks enter the dividend age
While Asia has long been chiefly a growth story for investors, can government reforms unlock the value of dividend stocks in the region?
The Investor's Guide to China podcast: Shareholder return
The story of China's economy has long been one of rapid growth. But investors are turning their attention to something more long-lasting: shareholder returns.
Asian stocks enter the dividend age
China, Japan, and South Korea have expanded efforts to push companies for higher dividends. Can government reforms unlock the value of dividend stocks in Asia?
BOJ: Time to turn positive
The Bank of Japan took an historic step in its March meeting, ending the era of negative interest rates. But the tone of the central bank was cautious overall.
Chart Room: What Japan’s ‘mother machines’ tell us about the world’s manufacturing pulse
The recent trend in Japan’s machine tool orders paints a positive picture for manufacturing in 2024. But investors should be wary of unchartered territory.
Rich Pickings: Analyst Survey 2024 - ready for a reset
Richard Edgar is joined by a panel of Fidelity International experts to discuss the results of the 2024 Analyst Survey.
Optimism balloons from Japan’s reflating economy
Japan leads the world on bullish sentiment in this year’s Analyst Survey as its economy enters a reflating stage unique among developed nations.
Why net zero could be the unlikely answer to Japan’s cross-shareholdings woe
Japan’s push to enhance emissions disclosures has become ensnared in its efforts to reduce cross-shareholdings and may accelerate their unwinding.
The ups and downs: Charting 2023
Six charts that capture the economic make-up of 2023 - inflation, interest rates, and everything in between.
Axing the ‘ex-Japan’: a new era for Japanese bonds
Tailwinds from index reform to rate-hike expectations are lifting Japan's bond market from the doldrums, breathing new life into what was a dull backwater.
The Investor's Guide to China podcast: Japanification
When you look at some of the big economic issues China is dealing with today, you quickly realise Japan has been through a lot of the same challenges.
Japan’s reflating economy is kindling new hopes
Following decades of price stagnation and declines, Japan’s push to bring back “good inflation” is finally bearing fruit. But how sustainable is it?
Asia Quarterly Outlook: Bright spots amid the haze
Asia is facing near-term challenges. We think now is the time to see through the current cycle and position for structural growth.
Asia Quarterly Outlook: Ahead of the pack, but behind schedule
Asia remains the bright spot in a gloomy global economy but China’s slower-than-expected economic recovery calls for a more selective investing approach.
BOJ: Patience is virtue
At its June meeting, the Bank of Japan has retained its dovish bias, and we believe markets will price in a lower possibility of an imminent exit from YCC.
Chart Room: Easing Japan’s ‘June jam’ of shareholder meetings
The pile-up of annual general meetings at the end of June in Japan can be a pain for investors, but jams have been easing somewhat in a positive sign.
Why equity investors are rediscovering Japan
Global investors under-allocated to Japanese stocks risk missing out on big improvements in corporate earnings yields and capital returns.
Chart Room: Retail therapy for Japan’s ‘lowflation’ headache
The Bank of Japan has struggled to convince the public that inflation will stick. But recent data shows there could be a shift in consumers’ mentality.
Japan’s stock market reform gathers steam
The Tokyo Stock Exchange is taking steps in the right direction on some long overdue reforms, but more still needs to be done.
Asia Quarterly Outlook: Can the East wind prevail?
In Fidelity International's latest quarterly outlook for Asia, we believe the economic outlook in Asia is brightened by China’s reopening.
Chart Room: Rewriting the yen narrative
We think recent tweaks to the Bank of Japan's yield curve control policy could reset the narrative and pave the way for yen appreciation.
Asia’s shifting growth model
Will Asian central banks continue to dance to the Fed’s tune?
Chart Room: Pressure mounts on yen as US yields soar
Japan's commitment to YCC puts it in a difficult position amid rising inflation. Were the BoJ to abandon YCC, the knock-on effects could be severe.
Q4 Asia Investment Outlook: Potential bright spot amid a challenging winter
Asia is insulated to a degree from the struggles facing Europe, and though it faces its own problems, we are turning more positive on the region.
Waiting for the sequel: Japan’s stock exchange reforms
A highly anticipated round of reform at the Tokyo exchange has left many questions unanswered, but rising ESG awareness shines a light on the way forward.
Q3 Asia Investment Outlook: China recovery likely as restrictions ease
Asia stands in a relatively strong position amid a global reset in markets.
Chart room: Japan is avoiding the worst of supply-side inflation
Chart room: Japan is avoiding the worst of supply-side inflation
The last of the doves: BoJ unlikely to change course anytime soon
The last of the doves: BoJ unlikely to change course anytime soon
Now and zen: Japan’s quiet rise
Inflation may be a scourge elsewhere, but Japan is unruffled. Instead, the world’s third-largest economy is showcasing its appeal to investors.
Analyst Survey 2022: Japan outlook is still positive but cycle is maturing
Managements at Japanese firms are largely positive but the country may be further on in the cycle than elsewhere.
Analyst Survey 2022: Region by region
Analyst Survey 2022: Region by region breakdown
Chart Room: Fingers in the punch bowl
Central bankers seeking to deploy rate hikes against inflation risk collateral damage as tighter policy threatens already swollen debt servicing costs.
ESGenius: Boosting board independence in Japan
Regulatory reforms have created new opportunities for active shareholders to engage with Japanese companies on key governance issues like board independence.
A podium moment for Japan’s markets, too?
Japan stocks have long been consigned to tactical trading by global investors, but positive catalysts are emerging in a post-Covid inflationary world.
Japanese companies are more sustainable than many believe
ESG is growing in importance for Japanese firms.
Deep dive on Japan: exporters bolstered by China recovery
Earnings and margins set to grow among Japanese exporters, especially those with large exposure to China.
Chart Room: Asia’s export engine supercharged by new trade deal
Chart Room: Asia’s export engine supercharged by new trade deal
Japan: Suganomics > Abenomics?
Japan: Suganomics > Abenomics?
A to-do list for Japan’s next prime minister
Ensuring fiscal and monetary policy continuity while overseeing Japan's response to the Covid-19 crisis will be top priorities for Shinzo Abe's successor.
Successful shareholder engagement is a long journey
A case study of Fidelity International's multi-year engagement with Kirin in Japan shows that successful shareholder engagement is a long journey
Japanification in 12 charts
Many western economies are mirroring Japan’s experience over the past 30 years.These 12 charts show how some of the key trends are playing out.
Is the US turning Japanese?
A higher post-coronavirus savings rate in the US risks pushing the country into a low growth spiral similar to that which first ensnared Japan 30 years ago.
The BOJ expands purchases and eases further
The BOJ expands purchases and eases further
Bank of Japan’s coordinated easing signals more proactive asset purchases
Today’s move by the Bank of Japan to boost asset purchases underscores a globally coordinated effort by central banks to contain the coronavirus fallout.
Impact scenarios for Asia’s own trade standoff: Japan and South Korea
An ongoing dispute between Japan and South Korea could have wider ripples across the global supply chain.
Japan’s experience offers lessons for China’s financial sector reform
Japan offers China a lesson: postponing action on bad loans for years risks both the domestic economy and the country’s credibility with global investors.
BOJ holds steady, with limited scope for any policy moves
BOJ holds steady, with limited scope for any policy moves
Japan’s companies are evolving against a solid economic backdrop
Japan is changing, meaning better profits and returns for companies. Combined with attractive valuations, this can mean sustainable investor returns.
ESG awareness is an enduring legacy of the global financial crisis
The global financial crisis pushed ESG principles to the forefront, which would not have occurred as rapidly without the catalyst of the crisis.
No exit: Japanese banks continue to feel pain from BOJ’s easy policy
Japan’s banks need to innovate to thrive in the low interest environment rather than wait for the eventual end of the Bank of Japan’s easy monetary policies.
The Bank of Japan fine-tunes monetary policy but sticks to aggressive easing
The Bank of Japan kept its easy monetary policy while tweaking its framework to give itself more flexibility, emphasising that normalisation is nowhere near.
Japan’s millennials are turning more positive on investing
Younger Japanese people are turning more positive toward investing and are doing more of it, Fidelity’s latest annual survey of Japanese workers showed.
Why allocating to Japan calls for an active approach
Allocating to Japan requires weighing opportunities against risks. We're positive on Japan's outlook, but will watch issues such as currency fluctuations.
Podcast: Why should I reconsider my allocation to Asia?
Could you be overlooking investment opportunities in Asia? Fidelity's experts discuss the best way to gain exposure to the region.
ESG leadership: Japan steps forward as the US steps back
When it comes to policy leadership in the arena of environmental, social and governance factors, Japan is stepping up even as the US is stepping back.
Region by region: Fidelity Analyst Survey 2018
Including views from analysts covering companies in the US, Europe, Asia, China and Japan - jump straight to your region.
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