All Japan articles – Page 5
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White papersJapan Could Win a Medal in the Recovery Race
A strong manufacturing base and changing attitudes toward shareholder value could mean the world’s capital heads to Japan, even if the world’s sports fans cannot.
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White papersFederated Hermes Asia ex Japan: Letter to investors, March 2021
After a testing decade for contrarian, value-biased investors, there are hints of change as expectations of an end to extraordinarily cheap money have caused price movements. Could a long-awaited enduring rotation be in the offing? Here Jonathan Pines, Portfolio Manager of our Asia ex Japan Strategy, presents his views.
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White papersQ4 earnings season: an impressive resilience that supports our pro-cyclical views
Given the context, Q4 2020 corporate earnings proved resilient. The regions least impacted by the pandemic, such as EM (+25%) and Japan (+20%), experienced notable increases.
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White papers2021 investment case in equities and how Japan fits into it
Although the global recovery began to be priced in last year, the current pro-cyclical rotation is likely to continue. Because of the dollar’s weakness, we prefer emerging markets, but Japan has other things going for it that, at the very least, can help balance out the portfolio.
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Asset Manager NewsPGIM Real Estate and Alyssa Partners acquire a portfolio of newly built residential assets in Tokyo for JPY 9.2bn
A joint venture partnership formed between PGIM Real Estate and Alyssa Partners has entered into sale and purchase agreements with two unrelated counterparts to acquire four newly built multifamily assets located in Tokyo.
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Asset Manager NewsGLP Announces Second Close of Largest Logistics Private Open-Ended Income Fund in Japan
GLP Japan Income Fund reaches $5.4 billion assets under management
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Asset Manager NewsPGIM Real Estate acquires six-building multifamily portfolio in Japan
On behalf of its Asia core real estate strategy, PGIM Real Estate has acquired a six-building multifamily portfolio located across Tokyo and Yokohama, Japan, valued at approximately US$120 million. PGIM Real Estate is the real estate investment and financing business of PGIM, the US$1.4 trillion global investment management business of Prudential Financial, Inc. (NYSE: PRU).
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Asset Manager NewsGLP J-REIT Raises US$532 Million from Global Offering, Makes Largest Acquisition Since IPO
GLP J-REIT is one of the largest logistics J-REITs with a US$7.1 Billion AUM portfolio
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White papersThe struggle for renewables in Japan
With most nuclear power still offline in Japan in the wake of the Fukushima disaster, the country is unlikely to meet its target to reduce its greenhouse gas emissions unless it ramps up its renewable energy capacity. Engager Haonan Wu examines the challenge.
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Asset Manager NewsPGIM Real Estate Sells Toyobo Building In Osaka, Japan
PGIM Real Estate has sold Toyobo Building, a 12-story high-rise office building located in Osaka, Japan, on behalf of its investors. PGIM Real Estate is of PGIM, the US$1.4 trillion global investment management business of U.S.-headquartered Prudential Financial, Inc. (NYSE: PRU).
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White papersJapan: Policy continuity expected under Suganomics
Striving to consolidate power with a snap election, Mr. Suga vows continuity of Abenomics and hints at additional fiscal stimulus. Domestic politics aside, we expect global factors and positioning to play a key role for Japanese equities and currency.
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White papersJapan: all eyes on the next Prime Minister
Following an eight-year term, Shinzo Abe announced he will stand down as Prime Minister of Japan due to a deterioration in his physical health. Japan’s Topix Index dropped around 2.5% in reaction to the news on 28 August 2020, before rebounding to close the day marginally negative. In the short-term we can expect downward pressure on the domestic equity market, while the yen appreciation as a result of political uncertainty will act as positive for non-JPY based investors.
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White papersSuganomics
Japan’s new prime minister could boost fiscal and growth strategies to secure his position ahead of the next general election, with a focus on digitalization and deregulation.
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White papersJapanese employment: engaging for greater equality
Japan is renowned for its strong dedication to work and the country has one of the lowest unemployment rates in the world. Yet working hours are lengthy, there are two classes of employees and women are an underutilised force in the workplace.
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White papersAsia ex-Japan Strategy Update: June 2020
The current economic environment is in many respects unprecedented. In the last century, perhaps with the exception of the world wars, almost all financial crises have been ‘financial’ in nature. Today’s crisis is different: it is not just about ownership or claims on assets, it is a public health crisis. When the coronavirus pandemic eventually recedes, what will a recovery in equities look like?
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White papersReal Estate Outlook – Japan, Edition 2020
Opportunities despite traditional vulnerabilities.
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White papersAsia ex-Japan Strategy Update March 2020
In this webinar Jonathan Pines, Lead Manager, gives an update on the Hermes Asia ex-Japan Strategy.
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White papersMulti-asset allocation views: Could Japan outperform other equity markets?
Sunil Krishnan argues that low expectations among domestic and global investors are reflected in Japanese equity valuations, creating an opportunity for the asset class to play catch-up with the rest of the world.
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People NewsGreystar Hires Akira Kosugi as Managing Director to Lead New Japan Office
Veteran Real Estate Executive to Oversee Investment Activities in the Country
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White papersAsia Real Estate Market Outlook - December 2019
Asia Pacific real estate continues to attract strong capital inflows, with returns expected to remain resilient amid more accommodative macro policies and balanced supply and demand. This paper highlights areas of strong potential returns and resilient income, including logistics markets with more sizeable consumer bases, office properties where there is a healthy demand from growth sectors and residential in gateway cities reflecting population growth.
