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  • G10 Equities' Total Return

    (%)

    equities table
  • Japanese Equities' Total Return

    (1990 = 100)

    equities JPYindex
  • Japanese Equities' Total Return

    (% year-on-year)

    equities JPYpercent

 

Please click below for our latest research that touches on Japanese equities. 

 

  • Investing

    catImgInvesting
    Easy policy may last until demand and inflation rise durably, urging change. Bond yields stand to rise less than global yields but have less downside risk. Fundamentals support JPY as does its “safe haven” status. download »
  • Markets

    catImgMarkets
    JPY is well below its real mean. Markets price in little chance of a change in policy rates in the coming two years. Yields have nudged up; spreads, already higher than normal, are steady. Equities have outperformed. download »
  • Financial Forecasts

    catImgForcasts
    NOK, SEK, JPY and AUD are lower than is likey to be sustained. As inflation rises and is sustained, central banks will switch to tightening policy, despite modest growth. As this moves into view, a major re-pricing of bonds will take place. download »