Japan is a story of fascinating contrasts. To unlock the opportunities and understand how the story will continue to unfold, it requires an expert in the region – to connect the history with the future.
Focused thinking: 5 min read
Expectations are growing that the BOJ will decide to further loosen monetary policy. ... [Read more]
October 2019
Risk of BOJ taking rates further into negative territory and investment strategies
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Focused thinking: 20 min podcast
September 2019
Japan 2030
Focused thinking: 3 min read
Expectations have been mounting for a policy response by the BOJ, including further easing. What ... [Read more]
July 2019
Japan: conditions for more BOJ easing and implications
Focused thinking: 3 min video
Asia mid-year equities outlook 2019
Our main scenario is that recession and additional policy response will be avoided ... [Read more]
June 2019
Japanese economy to remain at low ebb
Focused thinking: 1 min read
Highlights from Nomura Investment Forum Asia 2019
Focused thinking: 2 min read
Out of the limited number of options available, what method can the BOJ use? ... [Read more]
February 2019
How will BOJ respond to calls for more easing?
The recovery in Japan's economic activity is still rolling on, but the growth momentum is ... [Read more]
January 2019
Japan outlook 2019: gradual economic slowdown to continue
Focused thinking: 4 min read
How X-Elio completed Japan’s largest solar sale – and what it says about the sector’s ... [Read more]
November 2018
How X-Elio completed Japan’s largest solar sale
Euroyen bonds offer size and speed for banks seeking regulatory capital. Are more deals on ... [Read more]
October 2018
Euroyen market delivers swift results
From the 1950s to the 1990s Japan often found itself in disagreement with the US ... [Read more]
August 2018
What can we learn from the history of trade wars?
Issuance hit a record high in 2017 and conditions remain supportive for new issues. ... [Read more]
Why global bonds are still attractive to Japanese issuers