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

Cooler Inflation Ahead Of The Bank of Japan Meeting

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

Inflation Progress May Be Bumpy, But Is Likely To Continue

The Tides Of Time: The Impact Of Aging Demographics

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

Global Market Perspectives Q2 2024: What's Not To Like?

Home Market Outlook Today's Market Perspectives Q2 2024: What's Not To Like? U.S. Economy continues to grow, overshadowing other major global economies of 2023. With most other global economies still struggling, the U.s. Will remain the strongest global performer.

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 DBJP last week (0401-0405)?

Equity Outlook: Earnings Step Back Into The Market Spotlight

Too many companies with solid earnings growth haven’t been rewarded in narrow equity markets. Global equities advanced briskly in the first quarter. Earnings growth is poised to take center stage as a driver of stock returns for wider equity markets, says AllianceBernstein. The market's resilience reflects a potential turning point for equity investors.

The Paradox Of Japan's Negative Rates

After the Bank of Japan cut rates below zero in January 2016, the yen gained 10% against the U.S. Dollar. The yen sold off while the Nikkei 225 rallied. The recent hike in interest rates may end up further stimulating, instead of slowing, economic growth. Negative rates act as a tax on the banking system rather than stimulating growth.

Finding Victories In A Confusing First Quarter For Global Markets

Staying Nimble While Seeking Income

Weekly Report: what happened at DBJP last week (0325-0329)?

Japan: Stronger-Than-Expected Retail Sales, Softer-Than-Expected Industrial Production

Tokyo consumer prices unexpectedly rose 2.6% year-on-year in March. Industrial production unexpectedly dropped again in February. Tokyo inflation hasn't changed much above the 2% level. The Bank of Japan will pay more attention to the improvement in retail sales and sticky inflation.

Japan Ends Its Negative Interest Rate Policy

Bank of Japan ended its negative interest rate policy on March 19, 2024. Higher interest rates and rising inflation expectations are positive for the Japanese equity market. We are positive on Japanese banks, industrials and consumer discretionary companies. The impact of the policy change on the USD-JPY rate is likely to be gradual.

Weekly Report: what happened at DBJP last week (0318-0322)?

Dynamics Down Under: Deciphering APAC's Economic Landscape

Home Market Outlook Economy Analysis Dynamics Down Under: Deciphering APAC's Economic Landscape. The Asia-Pacific region stands at a pivotal juncture. Wei Li, Global Chief Investment Strategist for BlackRock joined Oscar Pulido to discuss the intricacies of high inflation in the region.