All Japan articles
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White papersJapan’s economic revival – the first steps of a long-awaited transformation
At the beginning of last year, we sat down and put pen to paper on a thought piece which argued this was Japan’s decade of sustained economic momentum. The events of 2024 certainly strengthened our case.
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White papersJapanese Equities in 2025: Goldilocks Would Approve
Japanese Equities: Are the “Lost Decades” Finally in the Rear View?
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White papersBank of Japan Rate Hike to 17-year High Portends More
The Bank of Japan raised its policy rate to 0.5%, the highest in 17 years, aiming for a balanced approach to avoid market volatility, yen weakening, and triggering sharp market repricing.
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Asset Manager NewsNozomi Energy completes largest acquisition to date consisting of 12 solar projects with a 312MW capacity
Nozomi Energy, a Japan-focused renewables platform established by global sustainable infrastructure investor Actis, has announced its acquisition of a major portfolio of 12 operational solar projects together with a Japanese co-investor, totalling 312MW.
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White papersJapanese property yields: is the only way up?
The unwinding of Japan’s ultra-low interest-rate policy has raised some questions about the impact on real estate. But rental growth may play a bigger role in driving Japanese property yields.
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White papersGrowth of the East
The East’s economic power has been building for decades. Buoyed initially by Japan’s industrialization, the region was boosted further by the modernization of Hong Kong, Singapore, South Korea and Taiwan, alongside the rapid rise of China
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Asset Manager NewsCross-border M&A recovers in Asia as dealmakers look abroad for growth
Value of announced cross-border deals involving Asia up 25% year-to-date to $286 bln -LSEG Inbound Japan M&A up 16-fold so far this year to a record $74 bln -LSEG Businesses have adjusted to cope with higher interest rates -lawyer HONG KONG/SINGAPORE, Sept 30 ...
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White papersJapan Multifamily: Is Japan multifamily still attractive?
Is multifamily still an attractive investment in this evolving macro landscape? We think so. Japan’s transition from deflation to inflation is expected to have positive implications on long-term yield spread and rental growth. Nonetheless, the demographic trend is a pivotal factor and should guide our investment focus
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White papersCross Asset Investment Strategy - September 2024
Topic of the Month - The JPY carry trade: what’s next?
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White papersThe Fundamentals of Japan
Donghoon Han and Shuntaro Takeuchi explain why macroeconomic developments in Japan and the U.S., and its associated market volatility, don’t negate from the longer-term prospects of Japanese equities.
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White papersThe JPY carry trade: what’s next?
A series of weak US data in July questioned the market narrative of a soft landing and brought back fears of recession. This was the main trigger, although a hawkish surprise from the BoJ undoubtedly added fuel to what turned out to be an unusually sharp unwinding of carry trades funded in JPY. The amount of exposure of these carry trades was at an all-time high due to the low level of overall market volatility and the volatility of the JPY itself. So is it over?
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White papersWhy Japan Bounced Back
A huge market shock and a prime Minister heading for the exit—does any of what happened in August affect the long-term investment story for Japan?
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White papersCarried Away
The most important trigger for the recent equity sell-off wasn’t the U.S. jobs data, or the Fed, or even mega-cap tech earnings, but the Bank of Japan. We could talk about the recent U.S. nonfarm payrolls report in this week’s Perspectives: Was it really as bad as all that? We could dissect the last U.S. Federal Reserve meeting: Should the central bank have cut rates, and did it just commit a significant policy error?
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White papersJapan: The butterfly effect
Japanese equities have recently experienced one of their biggest ever drawdowns. Carl Vine, Co-Head of Asia Pacific Equities, examines the drivers of the market volatility and asks what the potential implications could be for investing in Japan.
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BlogThe BoJ’s Leap of Faith on the Road to Normalisation
A hawkish Bank of Japan lifted its policy rate and announced quantitative tightening at its July 2024 meeting.
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White papersHello Kitty: A big cat in the investment universe?
Cuteness and investments are two words that are rarely paired together in the same sentence, but one of Japan’s most recognisable cultural and iconic exports stands out in its potential to deliver growth beyond current market imagination. To mark Hello Kitty’s 50th anniversary, Investment Director, Sunny Romo, sat down with Valentina Luo, an Analyst in the Asia Pacific equities team, to discuss the elements of the successful investment story in Sanrio, the creator of the much-loved feline character.
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VideoMidyear Equity Outlook Investing Beyond the Megacaps
Nelson Yu: If you told me at the beginning of the year that we were going to go from starting with six interest-rate cuts to now we’re hoping to get one, I would be shocked to say that the equity markets are up 15%.
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Asset Manager NewsJapan’s Waseda University Wins Second Consecutive Victory at 2024 ULI Hines Student Competition Asia Pacific
Winning proposal outlines plans to transform Tokyo’s former Tsukiji Fish Market into a mixed-use biochemistry hub
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PodcastThe 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 NewsNozomi 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.
