All Japan articles
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Podcast
The Wonders of Japan’s Economy
In the last year, we saw Japanese equities led by Nikkei 225 and TOPIX gaining more than 30%. All while, the Bank of Japan raised interest rates for the first time in 17 years in March. With this active economic backdrop, what lies ahead for the Japanese market? How do geopolitical dynamics influence Japan? What should investors keep in mind when investing in this economy?
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Asset Manager News
Nozomi Energy Wins Two Projects In Japan’s First Long-Term Decarbonisation Capacity Auction
Nozomi Energy, a Japan-focused renewables platform established by Actis, is delighted to announce its selection as one of the winning companies in Japan’s first ever Long-term Decarbonisation Capacity Auction, securing two Battery Energy Storage System (BESS) projects, each with an initial installed capacity of close to 200MWh.
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White papers
Japan’s corporate transformation fuels renewed optimism
After a 34-year wait Japan’s stock market has reached a new record high, driven by optimism about corporate governance changes and attractive valuations. Following a stellar rally over the past year, Carl Vine, Co-Head of Asia Pacific Equities, believes there are further chapters to come in the Japanese equity story and the ongoing transformation of corporate culture offers potential opportunities for patient, engaged investors.
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White papers
PEI Keynote Interview: Private Markets in Japan Continue to Accelerate
In a keynote interview conducted by PEI, Jonathan Shofet and Yoshi Yagisawa discuss how active primary fund investing and increasing LP appetite for co-investments, secondaries, and direct lending are indicative of Japan’s maturing private market landscape.
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White papers
The Changing Asian Landscape: Japan Enters a New Era
We explore Japan’s revival, corporate reforms and where its equity opportunities may emerge next.
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White papers
Time for the Yen to Blossom?
Strong forces still weigh on Japan’s currency, but its long, cold winter may be coming to an end.
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Asset Manager News
Actis Backed Nozomi Energy Significantly Expands Solar Portfolio To Reach 100MW Milestone
Actis, a global investor in sustainable infrastructure, has announced that its Japan-focused renewables platform, Nozomi Energy, has reached an operational project portfolio of 100MW within just 10 months of operation. The portfolio company reached this milestone in renewable generation capacity following a series of acquisitions, including a 70MW solar project in Tochigi and another solar project in Chiba.
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Video
2024 Outlook
CIO Sean Taylor shares his outlook for 2024, including his views on Japan and emerging market countries like Brazil, China and India.
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White papers
Emerging Japan
Kathlyn Collins, Head of Responsible Investment and Stewardship, says a renewed purpose among regulators and pressure from investors is yielding breakthroughs in the governance and the capital efficiency of Japan’s-listed companies.
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White papers
Macroeconomic and financial market forecasts - February 2024
Macroeconomic forecasts as of 2 February 2024
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White papers
Cross Asset Investment Strategy - February 2024
Topic of the Month - Japan equity: top performer in 2023; remains attractive option for 2024
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White papers
Japan equity leadership continues
Japanese equities continued their strong performance in 2024, reaching their highest levels in 34 years. The recent trend has also benefitted technology shares supported by a solid economic outlook.
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Video
Asia ex-Japan: Finding value in an undervalued opportunity set
The Asia ex-Japan region provides the perfect environment for our team of contrarian stock pickers.
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White papers
Japan’s equities surfing on the end of deflation
”Japanese equities may further benefit from the major transformations in the country’s economy and markets.”
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Asset Manager News
Deka Immobilien sells retail property at a profit in Japan
Deka Immobilien has sold a retail property in Tokyo. Don Quijote Co. Ltd. acquired the property from the portfolio of the open-ended real estate fund Deka-ImmobilienGlobal. The parties have agreed not to disclose the sale price.
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White papers
New dawn for Japanese equities
Japanese equities are on the cusp of a new era, with two key developments forcing companies to rethink how they do business – for the better.
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Asset Manager News
Alyssa Partners and Invesco Real Estate acquire a portfolio of 15 residential properties in Japan
Alyssa Partners and Invesco Real Estate, a global real estate investment manager, today announced that they have acquired a portfolio of residential assets located in Japan from a major Japanese real estate developer in a joint venture deal. For Invesco, the acquisition was made on behalf of the firm’s core investment program in the region.
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White papers
Japan Insights - Real estate markets: a watershed year in the making
Japan is at the critical juncture of breaking out from its three decades of stagnation. Nominal growth is returning. The outlook is not set in stone, but the current wage-price dynamics look promising and supportive. We expect any policy adjustments during this transition period to be slow and steady.
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Asset Manager News
Ivanhoé Cambridge and Shea Properties Celebrate Completion of Sixth & Jackson in San Jose’s Japantown
The two-building project delivers 518 residences and 19,000 square feet of accompanying ground floor retail space, alongside a recently debuted community park that embodies the region’s cultural significance
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White papers
Japan: Unlocking Hidden Value Through Engagement
Reforms could continue to drive performance, particularly in a small to midcap space that is ripe for engagement-driven capital efficiency gains.