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Japan
Broker's Calls
CGS-CIMB keeps 'add' call and $8.97 on CDL following accretive purchase of Japan assets
The purchase is estimated to lift CDL's AUM in the 'living' sector to $1.7 billion and its overall AUM to $3.4 billion
October 02, 2023
Geopolitics
Will the Rising Sun keep rising?
Inflows into Japan's equity market from non-domestic investors are the strongest they've been in a decade.
September 21, 2023
Geopolitics
Better corporate governance another valuation catalyst: Morgan Stanley
There has been a 'transformative shift' in governance regulations and policies
September 21, 2023
Geopolitics
Japanese integration into liberal international order key to its 'quiet leadership'
Not everyone agrees with the narrative of stagnation that emerged from Japan’s 'lost decades'
September 21, 2023
Investing strategies
Matthews Asia bearish on China’s property market, but sees bright spots in EV, healthcare
Robert Horrocks of Matthews Asia sees several bright spots across sectors in Asia.
September 07, 2023
Global review
Japan property lures Singapore investors on Osaka casino bet
Tokyo property prices have been overrated and much more costly than Osaka
July 27, 2023
Investing strategies
Money manager who bought Japan stocks early sees rally fizzling
Talaria Capital expects Japan's stock market will likely end 2023 lower from current levels
June 26, 2023
Investing strategies
Sage shoots of recovery in Japanese equities
Japan's historically undervalued market offers an attractive value proposition to overseas investors
June 08, 2023
Investing strategies
Morgan Stanley 'most bullish' on Japan, 'prolonged outperformance' seen
Japan has seen many false dawns, but recent global macro and domestic demand dynamics have been a promising start.
June 07, 2023
Global Markets
Samurai spirit will help usher in brighter days
Are there parallels from Seven Samurai that led to Japan’s market tripling since 2013?
May 31, 2023