Good news for Japan bulls, says Christopher Wood on Breakingviews.com: local investors are discovering dividends. For instance, Nomura’s Japan High Yield Equity Fund, was launched in mid-April with assets of Y49bn; this figure has since …
When I lived in Japan many years ago I had a friend who used to tell me the most wonderful factoids. If you laid all the noodles eaten by the Japanese in a single month …
Why Go With India Over ChinaThe Investment U E-LetterBy Dr. Steve SjuggerudPresident, Investment U. I recently spoke to Rahul Saraogi of Atyant Capital. Rahul believes India is a better investment than China – and that …
One of the more reliable sell signals for any asset over the past few years has been sizeable buying by Japanese investors. They tend to miss the boat: not only were they among the last …
Has this writer gone completely bonkers? (Don’t answer that!). Surely inflationary pressures are rising? Isn’t the Federal Reserve embarked upon a crusade to get “ahead of the curve”, heading off inflationary pressure? Isn’t the Japanese …
Generally and logically, the bigger the bull, the longer the subsequent bear, and vice versa. Global stock markets, long-dated government bonds and commodities go through cycles that can last for a while, since it takes …