Sentences with phrase «japanese equities have»

It is hardly surprising that Japanese equities have had 20 years of poor returns.

The sell - side is a business, and Japanese equities have underperformed for so long that the sell - side has retreated (along with a good chunk of the buy - side), so our investment universe has no research coverage to speak of.

Since Prime Minister Shinzo Abe's reelection, Japanese equities have surged to their highest level in 25 years.

Analysts told CNBC that they continued to favor bets that the yen would weaken and Japanese equities would strengthen in the wake of the BOJ policy measures.

I expected that dollar - hedged returns for European and Japanese equities would be better than stock market returns in the United States.

The rebound in European and Japanese equities has been similar to that seen in the US.

Not exact matches

Twenty - three percent of respondents had an «overweight» rating on Japanese equities, the highest level seen in the last two years.

They could have improved performance by simply buying and holding any asset class other than Asian emerging market or Japanese equities.

The mere fact that Japan was now acting to reflate its economy meant that the sell yen, buy Japanese equities trade that has dominated markets in recent weeks remained intact, said ING's Condon.

Investors recognized that Abenomics was going to devalue the yen and thought that would be good for Japanese equities, explains Kremenstein.

«In a nutshell, we're bullish on Japanese equities,» he says, adding that rising wages would most benefit sectors such as real estate, insurance and media.

A stable or appreciating dollar would likely prove a modest headwind for EM equities and a tailwind for Japanese stocks.

-RRB- to double its investment into Japanese equities, other institutional investors have committed approximately $ 250 billion.

On the heels of plans by the Government Pension Investment Fund (GPIF) to double its investment into Japanese equities, other institutional investors have committed approximately $ 250 billion.

This helps explain our preference for European, Japanese and emerging market (EM equities), where valuations look more reasonable and gains have been driven more by expected earnings growth.

In particular, I think Japanese small - caps have remained the outstanding anomaly in global equity markets.

Currently, we have positions in 8 Japanese equities, all of which are «small caps» and 5 of which lack sell - side analyst Continue Reading →

«If we start to see equity markets selling off and volatility moving higher, the way that global capital flows move is there's usually repatriation of Japanese investors having overseas investments where they bring that money home, and U.S. investors also tend to bring their money home,» he said.

One of the victims of this risk - off move has been Japanese equities, which, as measured by the TOPIX, is roughly flat for the year to date through May 1 (in local currency).

A weaker yen has typically boosted Japanese equities in the past, and the last few months have been no exception, as the chart below shows.

Kuroda's latest round of quantitative easing was announced the same day that Japan's $ 1.2 trillion Government Pension Investment Fund announced it would double its investment in Japanese and foreign equities.

It has admitted it will need to refinance its debt, which is supplied by its major Japanese customer, Sojitz, and private equity group Mount Kellet Capital Management.

As corporate Japan has started to take advantage of recovering risk appetite, low yields and yen strength to invest abroad, opinions on valuation of Japanese overseas acquisitions among listed firms have now begun to diverge substantially between foreign investors in listed Japanese stock and private equity / venture capitalists.

His outlook has changed drastically since he started his first job trading Japanese markets in 1986: «What I walked into at that time was one of the greatest bull market bubbles the world had ever seen, in the Japanese equity market and real estate market.»

UK, eurozone, Japanese and emerging market equities have all returned close to 9.5 % a year1.

A stable or appreciating dollar would likely prove a modest headwind for EM equities and a tailwind for Japanese stocks.

Japanese equities remain inexpensive even after outpacing the U.S. market year - to - date, as strong earnings momentum has kept valuations in line.

Japanese and eurozone equities have been powered by a combination of strong earnings growth and dividends.

-RRB- to double its investment into Japanese equities, other institutional investors have committed approximately $ 250 billion.

On the heels of plans by the Government Pension Investment Fund (GPIF) to double its investment into Japanese equities, other institutional investors have committed approximately $ 250 billion.

Our analysis shows Japanese equities remain far from a crowded trade as foreign investor flows into Japan have recently subsided.

Over the 15 - year period ending in February 2018, encompassing the latter part of Japan's so - called «lost decades» of stagnant equity returns, the equal - weight index would have outperformed the cap - weighted Japanese equity benchmark by a stonking Read more -LSB-...]

This helps explain our preference for European, Japanese and emerging market (EM equities), where valuations look more reasonable and gains have been driven more by expected earnings growth.

Usonian Investments, a Japanese equity manager located in Chicago and Tokyo, has launched the Usonian Japan Value UCITS Fund on Skyline Umbrella Fund ICAV platform, with initial capital of GBP 73.7 million.»

In fact, the BoJ has bought so many stocks and ETFs via QE that it's one of the planet's top holders of Japanese equity.

For example, do Japanese managers investing in large - cap U.S equity have a harder time outperforming the benchmark than Canadian managers investing in the same opportunity set?

I would say the same whether you were investing in gold bullion or Tesla stock or Japanese equities.

Given the complexity of the deal (it required numerous regulatory consents, compliance with Japanese stock exchange rules and unwinding multiple layers of financing), Graphite decided the least disruptive course of action would be to follow KWM private equity partners Laura Brunnen and Martin Bowen to Reed Smith.

SBI Holdings, a Japanese financial services holding company and US - headquartered and pending regulated bitcoin derivatives exchange bcause LLC, announced today the closing of a Series A equity round in which SBI Holdings has agreed to be the lead investor.

Goldman Sachs specializes in offering foreign bond funds through a limited number of brokers, while Fidelity has focused intensively on Japanese equity and developed a wider pool of distributors.