With a surprising pick as new governor, the Bank of Japan might be poised to change tack on its monetary policy. AsianInvestor asked asset managers what this appointment could mean for public markets.
Tag : bank of japan
With unstable markets and a relatively low yen, the Japanese corporate pension fund faces plenty of challenges — but a multi-pronged investment strategy for next year is taking form.
The corporate pension fund has seen a relatively good performance in 2022 so far. But the future holds a lot of challenges, its investment director tells AsianInvestor.
AsianInvestor's latest Year of the Dog prediction question looks to Japan, and asks whether the nation will finally succeed in getting inflation to take hold.
Central bank heads could be replaced in China, Taiwan, Korea, and Japan in the coming three months. Whether the incumbents stay or not, all four face important policy challenges.
We present the third in our series of predictions for the Year of the Rooster. Today: will the Bank of Japan be forced to re-think its 10-year bond yield target?
Increased allocation from the country's asset owners should combine with new rules on fee disclosure to boost its exchange-traded fund market, which is already the largest in Asia.
Central bank buying has boosted the market for strategic-beta exchange-traded products, with Japan the out-and-out regional leader by assets under management, notes Morningstar
Negative rates have failed to spur domestic demand, and while institutions have been driven to invest more offshore, they now face other issues, says Mark Konyn of insurer AIA.
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.
CLSA’s global equity strategist, Chris Wood, says Kuroda has set the wrong inflation target and is impoverishing households, but suspects he will still extend quantitative easing.
Watch for a debt crisis in China, keep allocating to developed markets and don't expect a US interest rate rise any time soon, advises the private bank's chief economist.