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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.
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.
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.
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.
The last of the doves: BoJ unlikely to change course anytime soon
The last of the doves: BoJ unlikely to change course anytime soon
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