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Japan


Shareholder Activism in Japan

Shareholder activism has been on the rise in Japan. Will that continue in the post–COVID-19 world?

Food for Thought: An Insight into Japan’s Outlook

Japan's nominal GDP has increased, its unemployment rate has fallen, and return on equity measures are strong — why are investors not rushing into the country?

George Friedman Guides Investors through Geopolitics

George Friedman, founder and chairman of Geopolitical Futures, is acknowledged as one of the world’s most able guides of both political science and geopolitics.

Is a US Recession Imminent? Part Two

In January, 70% of CFA Institute Financial NewsBrief readers didn't expect a US recession in 2016. So what about 2017?

Fixed Income in Emerging Markets: 2016 Bill of Health

Jason Voss, CFA, assesses three factors to understand the current bill of health for emerging market fixed-income investments.

Understanding the TPP: Recommended Reading

The 12 TPP member countries jointly produce 40% of global GDP and represent about 800 million consumers. How will the agreement affect your business? What will be the impact on the companies you invest in? We have put together this primer to help you develop a framework for analysis and zoom in on some of the key issues.

Economic Activism: Europe’s Struggles with Monetary and Fiscal Policy

When monetary policy is activist and fiscal policy is gridlocked, overturning decades of precedent, how can investment professionals adapt?

Japan Enters Recession: Should We Be Surprised?

After declining 7.3% in Q2 2014, Japan's GDP fell 1.6% in Q3 2014 — officially placing the country in recession. It seems Japanese Prime Minister Shinzo Abe's "Abenomics" strategy is failing. Should this really be a surprise?

Weekend Reads for Global Investors: The Missing Recovery

At the recent CFA Institute China Investment Conference held in Shanghai, Goldman Sachs economist Jiming Ha painted a not-so-rosy picture of China’s economic growth outlook. He believes government spending has already become… READ MORE ›

Poll: What Will Foreign Central Banks Do as the Federal Reserve Unwinds QE?

The FT/IMF recently reported that more than 62% of foreign central banks' assets are denominated in US dollars, of which a significant portion is in US Treasuries.