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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.
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.
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.
No holidays for central banks: Where we think there’s more to come
A busy month for central banks delivered expected hikes in Europe and the US, but a surprise tweak to policy in Japan.
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.
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.
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