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Lei Zhu
Article 4 min read

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.

Lei Zhu + 3 others | 5 December 2023

Catherine Yeung
Podcast 42 min listen

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.

Catherine Yeung + 7 others | 11 October 2023

Fidelity International Global Macro & Asset Allocation Team
Article 5 min read

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.

Miyuki Kashima
Article 5 min read

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.

Miyuki Kashima + 1 other | 24 May 2023

Peiqian Liu
Article 2 min read

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.

Peiqian Liu + 2 others | 18 May 2023

Andrew McCaffery
Article 3 min read

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.

Andrew McCaffery | 29 March 2023

Ian Samson
Article 1 min read

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.

Ian Samson | 20 January 2023

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