EWJV: A Value Tilted Japan Fund That Works

IShares MSCI Japan Value ETF is a value-driven option for investors interested in Japanese stocks trading at discounts to their intrinsic worth. The EWJV ETF's portfolio consists of well-established companies like Toyota, Mitsubishi Corp. The long-term case for investing in Japan's stock market may still be strong.

Japanese Industrial Production Strengthens As Retail Sales Disappoint

Weak manufacturing weighed on growth in the first quarter of the year in Japan. Industrial production saw stronger-than-expected gains in March. Retail sales dropped more than expected in March but are expected to improve in 1Q24. Labour market conditions remain healthy in Japan and consumption is likely to improve on back of a healthy labour market.

3 Views On The Yen 'Collapse'

Weekly Report: what happened at EWJV last week (0422-0426)?

Markets Disappointed With Bank of Japan As Yen Hits New Lows

Bank of Japan left its key interest rates unchanged today. Markets are disappointed with the colourless policy guidance. The BoJ's latest quarterly outlook report and Governor Ueda's comments support our view of a 15bp hike in July. Tokyo inflation fell below the BoJ’s target of 2% in April, mainly driven by education prices.

Weekly Commentary: Opposite Day

The Semiconductor Index surged 9.9%, more than recovering from last week's 9.2% drubbing. The Bank of Japan just can't stop playing with fire. Short squeezes are alive and well. Tesla surged 14.4% this week. The bulls have plenty of fight.

Rising Treasury Yields, Falling Oil Prices, And Hawkish Talk From The Fed

Home Market Outlook Economy Analysis Rising Treasury Yields, Falling Oil Prices, And Hawkish Talk From The Fed. The 10-year US Treasury yield rose to levels not seen since last November. Prices for West Texas Intermediate crude oil fell last week from recent highs despite tensions in the Middle East.

Weekly Report: what happened at EWJV last week (0415-0419)?

Dollar Dominance And The Ghosts Of 1997

Weekly Commentary: World-Wide De-Risking/Deleveraging

Cooler Inflation Ahead Of The Bank of Japan Meeting

Can Japan's Stock Market Continue Its Record-Setting Run?

The Tides Of Time: The Impact Of Aging Demographics

Weekly Report: what happened at EWJV last week (0408-0412)?

Weekly Commentary: Trouble Brewing In Financial Asset Wonderland

Doug Noland: The Fed's misguided dovish pivot unleashed precariously loose market conditions. He says the market is in the midst of a bubble. He argues that Bubbles can inflate to unimaginable extremes - and then quadruple. Noland says the late-cycle fear of Bubbles is missing out on the reality.

The Bank of Japan's New Path Ahead

The Bank of Japan is set to normalise monetary policy when certain conditions are met. In March, the BoJ raised rates for the first time in 17 years. ING expects inflation to fall below 2% and a recovery in domestic demand growth to support growth in 2024. The market is pricing in a 25bp hike by the end of the year.

Springtime For Japanese Stocks

Japan may be blossoming again. Goods and wage inflation are returning, some companies are embracing real and significant corporate reforms, and the equity market has surged. The Japanese economy appears to be emerging from years of stagnation. A third of companies in Japan have price-to-book ratios below one.

Broaden Your Investment Horizons

It may be time to look beyond the U.S. For equity market performance. Looser monetary and fiscal policy could add momentum to what already appears to be a global cyclical recovery. Europe could cut its interest rates sooner than the United States. Europe's manufacturing activity could get a boost from stimulus.

Weekly Report: what happened at EWJV last week (0401-0405)?

Weekly Commentary: Global Ring Of Fire

Money Market Fund Assets surged $70.5 billion last week to a record $6.111 TN. Milton Friedman: The Great Depression was the height of the boom and the depth of the depression. Doug Noland says we are in the "terminal phase of history's greatest boom and bust.