Japan’s new Prime Minister Fumio Kishida is said to be mulling economic policies that could include moving the country away from Abenomics. Investors will be watching closely for any changes with implications for them.
The future of Abenomics, the Japanese prime minister's eponymous policies, have been cast into doubt after his resignation on August 28. What does this mean for local assets?
Investors saw the latest round of stimulus in Japan as disappointing; it also highlights problems faced by other economies, says Paul Markham of UK fund house Newton.
After weeks of China equity turbulence, demand has been rising for volatility-focused hedge funds. And Abenomics' effect on equities has been shifting demand in the Japanese market.
Cabinet minister Yasutoshi Nishimura seeks to convince a global forum of the sustainability of government policy. Prime minister Shinzo Abe’s message is simpler: buy Japan.
While the one-year verdict on Abenomics is positive, industry figures question its sustainability at an AsianInvestor forum, with wage growth forecast at 1% and inflation at 3%.
Japanese institutional investors will increasingly award mandates to foreign managers and advisers, according to Cerulli Associates and the Nomura Research Institute.
The brokerage looks into its crystal ball for its 20th annual Fung Shui Index and sees bullish equity markets and a property plunge in HK. But things could be dicey for Alibaba’s Jack Ma.
Global investors appear to be underweight Japan equities; merely shifting to neutral would drive strong inflows, and there are good reasons for that to happen, says BNY Mellon's investment arm.
The UK-based hedge fund predicts Japanese financial firms will benefit from Abenomics, while hybrid bond issuance from Chinese banks could prove attractive.
The nation is expected to exert greater influence over emerging Asia than it has in years, potentially spurring China into action. But its economic policy experiment also poses risks.
Commentators tell a research summit that Shinzo Abe’s revival package is too small to make a difference to the country’s unsustainable debt problem. Worse, it could spark market panic.