Prime Minister Shinzo Abe’s recent scandals put him in a very precarious position, but what market impact should be expected should Abe step down? We look at what is driving the equity market in Japan and how best to navigate the coming months.
A tourist in Tokyo
A note on a recent trip to Japan written by Cameron Rennie.
A review on 2016 from a boutique marketing perspective. In this review we consider the impact of the lack of diversity in Wealth Management portfolios, and also the reluctance of investors to take on boutiques as a viable alternative. We also introduce our latest venture, Medici Legal.
A call from Tokyo
On a recent call with our Japanese Manager, a few interesting topics were discussed and several Western myths debunked.
Japanese Market Update - April 2016
The negative economic backdrop is disheartening for some, but under the surface Japan still has a lot to offer an experienced stock picker. There are opportunities here which are being massively overlooked due to the poor macro outlook.
Asian Market Update - April 2016
Tough times ahead call for fundamental stock picking and in-depth analysis. Finding a company which can withstand the market pressures is now harder than ever.
Chinese Market Update - September 2015
The correction in China has been a running feature in almost all western-based financial media recently. There has been much talk of slowing growth, diminishing demand and general negativity within this ‘once great powerhouse’.
Japanese Market Update - August 2015
The resilience of the Japanese market through the current volatility seen in its Asian neighbours has further demonstrated that Japan is becoming an attractive investment opportunity for the international investor.
Market update - Japan
Geographical, cultural and language barriers are but a few of the obstacles resulting in many commentators getting lost in translation whilst reporting on Japan.
The Japanese Market updates aim to obtain and condense the information, which we feel is relevant for our clients. Providing a reliable, concise coverage of the world’s 3rd largest economy and perhaps some relevant information that the mainstrea Western press has overlooked.