Japan
Fund selector: Japan’s arrows of fortune?
While the first two ‘arrows’ of Abenomics have helped boost Japanese equity performance and devalued the yen, the jury is still out on whether the strategy is succeeding. Much will depend on the third arrow of structural reform.
ANALYSIS: Time to bail out of Japanese equities?
What was viewed as a sign of desperation by many when the Bank of Japan cut rates well into negative territory at the end of January has been followed by a poor economic growth number.
ANALYSIS: Negative rates raise the stakes for getting it wrong
The Swedish central bank’s surprise announcement that it has pushed interest rates further into negative territory is the latest piece in what is an increasingly worrying puzzle.
Macro Views | 8 Feb 16
Growth fears push investors back to old safe havens
The much-touted wall of worry that investors have been climbing in recent months seems once more to be winning.
Japan’s move to negative rates sees FTSE edge over 6000
The FTSE 100 edged back over 6000 on a wave of positive sentiment triggered by the surprise announcement that Japan has moved to negative interest rates.