Tag Archives: Japan

Food for Thought: An Insight into Japan’s Outlook

Japan’s nominal GDP has increased, its unemployment rate has fallen, and return on equity measures are strong — why are investors not rushing into the country? Read More

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Fixed Income in Emerging Markets: 2016 Bill of Health

Jason Voss, CFA, assesses three factors to understand the current bill of health for emerging market fixed-income investments. Read More

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Fixed-Income Investing at the End of Time (or at Least at the End of the Business Cycle)

For bond managers, how artfully and delicately the US Federal Reserve handles the Taper is just one minor concern among many. Still, opportunities abound. Read More

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Kyle Bass: Central Bankers Are Building Potemkin Villages to Deceive Us

The prominent hedge fund manager, who believes that policymakers are simply shifting the day of reckoning into the future, updated his thesis on Japan. Read More

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Recap: Uncovering Fraud in Japan, China’s A-Shares, and the Benefits of Meditation (Video)

CFA Institute content directors Ron Rimkus, CFA, and Jason Voss, CFA, highlight key takeaways from the first full day of the 66th CFA Institute Annual Conference in Singapore. Read More

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Asia and the Future of Finance: Restoring Trust Is an Urgent Task

Asia holds an eminent position in the post-crisis global financial order — and has a large stake both in restoring trust in the financial system and in shaping its future. Read More

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BOJ Asset Purchases: Is Japan Sowing Seeds of Next Asset Bubble?

The quantitative easing recently announced by the Bank of Japan may benefit investors who hold Japanese equities, but Ron Rimkus, CFA, sees the classic makings of one big investment bubble. Read More

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Ramin Toloui Identifies Asian Investment Opportunities

Ramin Toloui and PIMCO assess the economic forces at work in Asia, expecting an aggregate demand boost for Japan and seeing opportunities in the Indian rupee. Read More

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Axel Merk on Currency Risks: Yen Will Become Worthless

Axel Merk of Merk Investments warns that fiscal policies followed by the Bank of Japan will lead to the Yen becoming “worthless.” Read More

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Michael Woodford’s “Alice in Wonderland” Experience

In this episode of Capital Account, Michael Woodford discusses his role as a whistleblower in one of Japan’s largest corporate frauds. Woodford will be speaking at the 66th CFA Institute Annual Conference in Singapore. Read More

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