This article considers the prospects for these main Asian ETFs to break out of the doldrums in 2014, as Japan’s automakers such as Toyota Motors and other exporters benefit from a weakening yen.
The sharp rise in wages in China prompted some fairly aggressive forward-looking estimates regarding China’s wages in manufacturing and its ability to compete as a low-cost manufacturer in the future.
This article considers the prospects for rising valuations in Asia and in Japan, and the outlook for Japan’s major exporters like Toyota.
The rich price earnings ratios of Baidu and Google of around 30 times versus Yandex at closer to 20 times, may suggest that they are vulnerable to shorter-term profit taking and multiple deflation in the case of further soft economic data.
This article considers the impact the weakening yen can have on the profits of Japanese auto exporters like Toyota, relative to the U.S. automakers like General Motors.
For Chinese banks, their exporting borrowers are seeing capacity utilization levels decline as the yuan rises.
This article considers the prospects for these main Asian ETFs to break out of the doldrums in 2014, as Japan’s automakers and other exporters could benefit from a weakening yen.
As the Japanese yen continues to weaken, and exports begin to grow, Japan will see better market data in the future.
This article considers the prospects for rising valuations in Asia and in Japan with regard to Third Point’s Softbank and Sony.
This article discusses the prospects for residential investment growth recovering, as a result of changes in Japan’s economic policies, and the impact it can have on consumption in Japan.
Wages in China are simply growing much faster than the overall economy, which fuels inflation and real estate bubbles when banks are willing lenders.
As the yen weakens, Japanese exporters who have significant dollar and Euro-denominated profits like Sony tend to see gains in their yen-denominated bottom line.
Despite inventory declines, gross capital formation has been extremely strong, and the Japanese manufacturing base is running on a historically lean level of production capacity.
While Bullard didn’t endorse the “nominal GDP targeting” approach, he encouraged further debate on the right approach for monetary policy.
Though Japan has slightly less than half the U.S. asset–to–net debt ratio, Japan still has the asset base it needs to support this large amount of debt.
This article considers the recovery in Japan’s investment data and the implications for domestic exporters such as Toyota.
Dr. Sheedy discusses the “counter cycle price level” policy to overcome the problem of household borrowers. The policy suggests that “interest rates should not be moved in response to shocks.”
While the 2008 financial crisis slowed the growth of consumption in Japan, consumption as a percentage of Japan’s gross domestic product (GDP) has recovered.
This article examines the trend in capital formation in Japan, and considers the future prospects for a sustainable turnaround in investment.
To fuel economic growth and to achieve its target inflation, the Fed kept the short-term interest helping bond markets until the end of 2013, when the bond buying reduced for the first time.