WisdomTree Japan Hedged Equity Fund

Most Recent

  • Aging Population May Keep Global Growth Muted
    Macroeconomic Analysis

    Aging Population May Keep Global Growth Muted

    An aging population is likely to keep global economic growth muted in the years to come. This is primarily because the dynamics of the population are rapidly changing.

    By Rick Rieder
  • uploads///Japan Monthly Trade Balances With USA EU China Yen B
    Consumer

    Japan’s trade deficit with China: Worse for GM than the recall

    This article considers the impact of Japan’s trade dynamics on Japanese automakers like Toyota (TM) versus General Motors (GM) from a macroeconomic perspective.

    By Marc Wiersum, MBA
  • uploads///japan gdp
    Macroeconomic Analysis

    Capital Spending May Help Japan’s Economy to Grow at 1.7% in 2016

    After sliding for two consecutive quarters, Japan’s economy has advanced 0.3% in 3Q15. This comes as a relief to the ailing Japanese economy.

    By Lara Sheldon
  • uploads///Abenomics
    Financials

    Overview: Shinzo Abe’s Abenomics

    Abenomics is an effort to pull the world’s third biggest economy, Japan, out of two decades of stagnation by expanding the money supply, freeing up regulations, and encouraging the yen to fall.

    By Surbhi Jain
  • Financials

    Is China’s real estate bubble getting out of control again?

    With new properties developing slower, the current price levels in China could in fact be supported. The risk for the future of housing prices is more likely to be associated with China’s GDP.

    By Marc Wiersum, MBA
  • uploads///Capital Formation as a Percent of GDP USA China Japan
    Consumer

    GM’s long-term competitive threat: Japan’s investment recovery

    Japan is showing signs of investment recovery with its new economic policies coming into play.

    By Marc Wiersum, MBA
  • uploads///Japan Nominal GDP in Current and  Dollars
    Financials

    Will “Abenomics” bring real growth to Japan’s economy?

    Japan’s economy versus the U.S. economy The below graph reflects trends in Japan’s gross domestic product (GDP) measured in U.S. dollars as of 2005 and 2013. Japan’s Gross Domestic Product (GDP) in 2012 was approximately $6 trillion USD, versus the U.S. GDP of approximately $16 trillion USD (so Japan’s economy is approximately 38% the size […]

    By Marc Wiersum, MBA
  • uploads///China Wages in Manufacturing
    Financials

    China’s wage inflation: Bad news for corporate profits and banks

    Wage inflation in Chinese manufacturing With an appreciating currency and growing economy, Chinese manufacturers have experienced wage inflation. The cost of Chinese labor is simply becoming more expensive, as the below graph indicates. Private sector wage growth in China was 14% in 2012, while GDP growth is slowing to around 7.5% per annum. Wages are […]

    By Marc Wiersum, MBA
  • Consumer

    Why consumer confidence in China has declined long-term

    This series explores the implications of China’s gradual transition to a more consumer-oriented economy.

    By Marc Wiersum, MBA
  • uploads///Japan PMI report summary
    Macroeconomic Analysis

    Japan Outperforms While Manufacturing Growth Is Muted

    The flash reading for the Japan Manufacturing PMI deteriorated slightly in June. The index came in at 49.9 for June against May’s 50.9.

    By Surbhi Jain
  • uploads///japan outperforming
    Company & Industry Overviews

    Abe’s ‘Third Arrow’ to Benefit Investors in Japanese Equity

    Quantitative easing measures in Japan are making Japanese equity attractive. Abe’s third arrow of Abenomics should boost corporate profitability and, consequently, Japanese equity.

    By Surbhi Jain
  • uploads///Japan Real Exports Imports
    Financials

    Why we could see a new trend in Japan’s exports and imports

    Japan’s import and export dynamics The below graph provides a clearer picture of the import and export dynamics of the Japanese economy. By using 2005 as a base year and adjusting for inflation or deflation, the graph shows how exports and imports have changed on a “real” basis, as opposed to a “nominal” basis. Viewing […]

    By Marc Wiersum, MBA
  • uploads///usdjpy
    Macroeconomic Analysis

    Analyzing the BoJ’s Monetary Policy Enhancement Measures

    The BoJ’s monetary policy was the most awaited macro event this week. It was the first major central bank to expand its easing program after the Brexit vote.

    By David Meyer
  • Financials

    Why China’s trade is good for Apple’s sales in China

    China is becoming a relatively less expensive manufacturing base, although it’s also becoming a source of stronger revenues for companies like Apple.

    By Marc Wiersum, MBA
  • uploads///Abenomics
    Company & Industry Overviews

    What Paul Krugman Thinks about Japan’s Yield Curve Control Policy

    In its latest policy move, the Bank of Japan left rates unchanged and delayed inflation target timings for the Japanese economy (EWJ) (HEWJ) (DXJ).

    By Surbhi Jain
  • Financials

    Analysis: Why China’s export growth rates are slowing

    China’s export growth declines The below graph reflects an apparent decline in the rate at which Chinese exports and imports have been growing. The red line reflects the rate at which exports exceed imports (trade surplus). Though growth rates in trade declined in the wake of the year 2000’s dot com bubble and the 9/11 […]

    By Marc Wiersum, MBA
  • Financials

    Are we seeing the end of Japan’s 30-year investment collapse?

    This series explains why Japan’s investment decline happened and what might happen in the future under “Abenomics.”

    By Marc Wiersum, MBA
  • uploads///Japan Yen Versus China Yuan Euro U
    Financials

    Does “Abenomics” mean a new era of yen depreciation?

    A change in yen appreciation? The below graph reflects a potential big change in Japan post-2012—has yen appreciation turned the corner as a result of post-2012 “Abenomics“? In the mid 1970’s, the U.S. dollar bought 300 yen, and by the mid-1980’s, the U.S. dollar bought 250 yen. By the end of the 1980s, the dollar […]

    By Marc Wiersum, MBA
  • Financials

    Is Japan’s investment turning the corner, or beyond help?

    Japan’s fixed capital formation The below graph reflects the ongoing decline in fixed capital formation in Japan. Since Japan’s bubble economy burst in 1990, investments have been in a long-term phase of winding down. However, there has been a slight, though potentially ominous bounce recently. This article examines the trend in capital formation in Japan […]

    By Marc Wiersum, MBA
  • Financials

    Bank of Japan announces QQE2, expanded monetary stimulus

    At its monetary policy meeting held on October 31, the Bank of Japan (or BOJ) announced new stimulus measures. The measures come in addition to those it announced earlier.

    By Phalguni Soni
  • uploads///JPY Dec
    Macroeconomic Analysis

    Japanese Yen Rose on Positive GDP Numbers

    The Japanese yen gained early on December 8, 2015, as GDP (gross domestic product) figures were upwardly revised.

    By David Meyer
  • uploads///China Interbank  Day Repo Rate
    Financials

    China tightens monetary policy: Will this be a Japan 1990 redux?

    Interbank lending rates The below graph reflects the effects of the China Central Bank’s monetary tightening policies on interbank lending rates. The interbank seven-day lending rate spiked in June. Rates on government bonds have also risen, with the three-month yield on Chinese bills rising from 2.65% to 3.50%, and the ten-year bond yield rising from […]

    By Marc Wiersum, MBA
  • Financials

    Why inflation scare tactics in Japan drive consumption recovery

    Private consumption growth in Japan The below graph reflects the trend in private consumption growth in Japan. As noted in Part 1, Japan’s real gross domestic product (real GDP) today is approximately where it was in 2005. The lack of overall economic real GDP growth has reflected in stagnated wage growth, as well as a […]

    By Marc Wiersum, MBA
  • Financials

    Japanese wage growth: Off to the races?

    What can the policies of Japan’s new Prime Minister provide in order to convince consumers to spend more and grow the overall economy? Prime Minister Abe has some fairly radical ideas.

    By Marc Wiersum, MBA
  • uploads///Japan Services PMI in June
    Macroeconomic Analysis

    Why the Japan Services PMI Improved in June 2017

    The Japan Services PMI (EWJ) (DXJ) stood at 53.3 in June 2017 compared to 53.0 in May 2017. It met the market expectation of 53.2.

    By Sarah Sands
  • Financials

    Why hedge funds show interest in Japanese ETFs

    DXJ tracks the performance of the WisdomTree Japan Hedged Equity Index. The Index and the fund are designed to provide exposure to equity securities in Japan.

    By Patricia Garner
  • uploads///killer Ds
    Macroeconomic Analysis

    Dalio: Japan Is Undergoing an ‘Ugly Deflationary Deleveraging’

    “Deleveraging” refers to reducing the debt level. With Japan’s debt burden, deleveraging the economy’s balance sheet seems more than imperative.

    By Surbhi Jain
  • Financials

    Why Japanese ETFs outperform Chinese and Korean ETFs on “Abenomics”

    Thanks to “Abenomics” and a weaker yen, Japanese equities have risen and have also outperformed both U.S. and E.U. equities and avoided the fate of Chinese, Korean, and emerging market shares.

    By Marc Wiersum, MBA
  • Financials

    China’s Great Wall of worry: The top ten causes for concern

    The strength of Japanese equities The below graph reflects the strong performance of Japanese equities over Chinese and Korean equities since the election of Japan’s new Prime Minister, Shinzo Abe, in November last year. Hopes of ending deflation in Japan have led to a strong performance in Japanese markets, while Japan’s neighbors, China and Korea, […]

    By Marc Wiersum, MBA
  • Financials

    Market Realist Chronicles: Taking Advantage of a Political Disaster in Turkey, at a 9.2x P/E

    We can expect low short-term interest rates through 2015, despite the fact that tapering will probably continue next year.

    By Liam Odalis
  • Financials

    Why China’s growing trade economy supports Apple’s sales

    With an economy that’s now approximately 60% larger than Japan’s (on a dollar basis), China’s reliance on trade for growth has become a larger issue.

    By Marc Wiersum, MBA
  • Financials

    Must-know: Will deflation end China’s investment boom?

    The importance of capital formation The below graph reflects the historical dynamics of capital formation—the percentage amount of gross domestic product, or GDP, at which capital is invested—in the United States, Japan, and China. As the graph reflects, China exhibits a tremendous level of investment as a percentage of GDP relative to the more mature […]

    By Marc Wiersum, MBA
  • uploads///blur _
    Macroeconomic Analysis

    Hang Seng Falls with Chinese Indexes, Nikkei Gains

    Hang Seng falls Hong Kong’s Hang Seng Index fell in early trading and didn’t recover until the end of the trading day. The index dropped 1.16%, or 329 points, to end the day at 27,946.46, near the day’s low. On May 16, the iShares MSCI Hong Kong ETF (EWH) gained 0.28% in trading on the […]

    By Mike Sonnenberg
  • Financials

    Will slowing foreign investment cool consumption in China?

    China’s waning foreign investment The below graph reflects an ongoing decline in the percentage of foreign direct investment (FDI) in China as a percent of China’s gross domestic product (GDP). You can see the dramatic increase in FDI that occurred in China in 1992, when China began to create its “special economic zones,” which served […]

    By Marc Wiersum, MBA
  • uploads/// macro calendar
    Macroeconomic Analysis

    Why the FOMC, BoJ, and EBA Will Drive Markets This Week

    In terms of the major macro data release from the United States (VOO) (QQQ), it would be the FOMC monetary policy release on July 27. 2016.

    By David Meyer
  • uploads///Japan trade balance Jun
    Macroeconomic Analysis

    Japanese Trade Surplus Rose in June, Imports Fell More than Exports

    The trade surplus for Japan increased to 692.8 billion yen for June—compared to a deficit of 60.9 billion yen in the same month last year.

    By David Meyer
  • uploads///Japans GDP Growth Rate Rise At Slower Pace
    Company & Industry Overviews

    How the Deflationary Environment Impacts Japan’s Economic Growth

    Despite persistent deflation, Japan’s (EWJ) economy is growing at a slower pace, and its 3Q16 growth exceeded expectations as exports recovered.

    By Mary Sadler
  • uploads///Chinese Renminbi Versus USD Euro Yen Won
    Financials

    Chinese exports will face more competition from Japan and Korea

    Chinese yuan appreciation The Chinese yuan has appreciated approximately 3% per year since the launch of exchange rate reform in 2005, appreciating from 8.25 to 6.15 versus the U.S. dollar. The Chinese Central Bank “pegs” its exchange rate to the U.S. dollar—though it has allowed its currency to appreciate against the U.S. dollar more aggressively […]

    By Marc Wiersum, MBA
  • uploads///US Versus EU GDP Growth Rate
    Financials

    Slow growth in United States and European Union cool China export

    GDP in the United States and European Union The below graph reflects ongoing trends in the gross domestic product (GDP) growth rates in the United States and European Union, major destinations of Chinese exports. With slow economic growth in the United States, and the EU gross domestic product finally hitting positive territory (+ 0.3%) after […]

    By Marc Wiersum, MBA
  • Financials

    Will China’s large-cap ETF, iShares’ FXI, stop underperforming?

    For Baidu, Apple, and Google China, the improvement in the domestic consumption area has been encouraging, though construction and manufacturing still aren’t firing on all eight cylinders.

    By Marc Wiersum, MBA
  • uploads///Japan Merchandise Exports Imports
    Financials

    Why Japanese exports could break out of a 5-year slump in 2013

    Japan’s export growth As reflected in the graph below, Japan’s export growth has remained sluggish since the 2008 crisis. It has since struggled to recover to pre-crisis levels. Japanese exports are still 20% to 30% below their 2008 pre-crisis levels. However, 2013 could be the year when Japanese exports finally break out of their five-year […]

    By Marc Wiersum, MBA
  • uploads///protests
    Macroeconomic Analysis

    Hang Seng Drops amid Protests and Nikkei Is Down Too

    After rising for three consecutive days, Japan’s Nikkei 225 retreated today.

    By Mike Sonnenberg
  • uploads///general industry robots
    Macroeconomic Analysis

    The Rise of Factory Automation in China

    The rise of factory automation in China (GCH) has been rapid and unprecedented. China is the largest market for robots and automated parts.

    By Aberdeen Asian Equities Team
  • uploads///estimated median age
    Macroeconomic Analysis

    The Aging World Means a Graying Workforce

    We’re in a rapidly aging world. According to the United Nations World Population Prospects report, the median age of the world is estimated to grow from 29 years in 2010 to 36 years by 2050.

    By Chip Castille
  • uploads///daeeccafbdcfedaabff
    Macroeconomic Analysis

    What Did the Market Want from Mario Draghi?

    The higher level provided by Mario Draghi, the ECB’s president, indicated that the economy might be slowing at a faster pace than the expected level.

    By Sarah Sands
  • uploads///   japan forex
    Financials

    US taper in 2014 will be a tailwind for the yen exchange rate

    While the US slows and eventually stops QE (quantitative easing), Japan will continue and likely increase QE In Part 1 of this series, I made the case that the BoJ (Bank of Japan) will likely step up its monetary easing, as current efforts haven’t led to the level of inflation it’s targeting. At the same […]

    By James Malthus, Macro Analyst
  • Industrials

    Analysis: Why China’s real estate construction is declining

    Fixed asset investment in China The below graph reflects the significant decline in fixed asset investment as a percentage of GDP as well as the significant decline in the growth rate of real estate–related construction and investment. As noted in the prior article, since 1996, overall construction in China has seen five boom and decline […]

    By Marc Wiersum, MBA
  • Financials

    Why the outlook is sunnier in Japan, the land of the rising sun

    In the policy statement, the BOJ said that it would continue its second round of monetary easing “as long as it is necessary for maintaining that target in a stable manner.”

    By Phalguni Soni
  • Financials

    Japan’s fixed asset investment and corporate profits rebound

    Like the USA, Japan is once again seeing record corporate profit levels. Plus, fixed asset investment reflects a very large recovery since the new Prime Minister was elected at the end of 2012.

    By Marc Wiersum, MBA
  • Financials

    Why the decrease in consumer spending impacted Japan’s 2Q GDP

    In Japan, consumer spending accounts for over 60% of the gross domestic product (or GDP). GDP plunged by 5% from the previous quarter in 2014. This was the first decline in the last seven quarters.

    By Surbhi Jain
  • Financials

    Must-know: Other factors that impacted Japan’s 2Q GDP growth

    Real wages fell by 3.2% year-over-year (or YoY) in the second quarter—the steepest drop in 18 quarters. Although the labor market has improved with the ratio of job offers to job seekers hitting a 22-year high of 1.10 in June, businesses are trying to fill their manpower needs by hiring irregular workers

    By Surbhi Jain
  • uploads///EWJ
    Financials

    Must-know: Is Abenomics a success or failure so far?

    The fiscal stimulus and monetary easing measures lifted the rate of inflation towards the government’s target of 2%. However, they have done nothing to boost the economy overall. Exports aren’t expanding as fast as anticipated in view of the falling value of the yen. Wage increases aren’t keeping pace with inflation.

    By Surbhi Jain
  • uploads///Japan Monthly Crude Oil Imports vs Auto Exports Yen Tr
    Consumer

    The Japanese auto exports reach a 3 trillion yen record high!

    This article considers the inter-temporal cost/benefit of importing oil with a weakening currency versus exporting merchandise such as vehicles for Japan.

    By Marc Wiersum, MBA
  • Financials

    Why liquidity, credit, and low interest support Japanese equities

    The Nikkei index stands at approximately 15,000—roughly 6.0% off its December 31, 2013, close, though still below its pre-2008 crisis peak of closer to 18,000.

    By Marc Wiersum, MBA
  • uploads///Japan Nominal Real GDP Yen Tr
    Consumer

    Japan’s GDP back to peak levels: Auto sales and Toyota benefit

    This article considers the prospects for further real GDP growth acceleration and the implications for Japanese exporters like Toyota.

    By Marc Wiersum, MBA
  • Financials

    Are Asian equity ETFs like EWJ and FXI in purgatory for 2014?

    The Japanese ETFs—DXJ and EWJ—performed very well. Meanwhile, both Korean and Chinese ETFs—EWY and FXI—have been flat, with China still in slightly negative territory.

    By Marc Wiersum, MBA
  • uploads///Japan Gross Fixed Capital Formation Nominal Yen Tr
    Consumer

    GM’s nemesis returns: Japan restarts its investment activities

    This article examines the trend in capital formation in Japan, and considers the future prospects for a sustainable turnaround in investment.

    By Marc Wiersum, MBA
  • uploads///Japan Real Gross Fixed Capital Formation YoY
    Consumer

    An overall investment growth supports Japan’s economy and Toyota

    This article considers the recovery in Japan’s investment data and the implications for domestic exporters such as Toyota.

    By Marc Wiersum, MBA
  • Financials

    Third Point invests in Softbank and Sprint on global telecom play

    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.

    By Marc Wiersum, MBA
  • uploads///New Google Baidu Yandex
    Financials

    Wage inflation improves China’s consumption and Baidu’s sales

    Wages in China are simply growing much faster than the overall economy, which fuels inflation and real estate bubbles when banks are willing lenders.

    By Marc Wiersum, MBA
  • uploads///Japan Real Non Residential Investment YenTr
    Consumer

    Japan’s investment environment dependent upon government deficits

    As the Japanese yen continues to weaken, and exports begin to grow, Japan will see better market data in the future.

    By Marc Wiersum, MBA
  • uploads///Japan ETFs Outperform China and Korea ETFs
    Financials

    China’s large caps: Will the iShares ETF, FXI, rally in 2014?

    Both the Korean and Chinese ETFs, EWY and FXI, have been flat, with China still in slightly negative territory and the worst performer to date.

    By Marc Wiersum, MBA
  • uploads///New Google Baidu Yandex
    Financials

    Consumer confidence improving China consumption and Baidu sales

    This series examines the associated consumption growth trends in China, and considers the implications for Chinese companies like Baidu.

    By Marc Wiersum, MBA
  • Financials

    Japan’s business conditions haven’t been this good for a decade

    This series examines the key economic indicators in the Bank of Japan’s “beige book,” as we call it in the USA in the case of our Federal Reserve Bank.

    By Marc Wiersum, MBA
  • uploads///A VanEck
    Real Insights

    Are Global Interest Rate Hikes Inevitable?

    The Federal Reserve has indicated that three interest rate hikes could occur in 2018, followed by another two increases in 2019.

    By VanEck
  • uploads///Japan Services PMI in February
    Macroeconomic Analysis

    How Did Japan’s Services PMI Trend in February 2018?

    According to the report provided by Markit Economics, Japan’s services PMI stood at 51.7 in February—compared to 51.9 in January 2018.

    By Sarah Sands
  • uploads///Japan Services PMI in December
    Macroeconomic Analysis

    How Japan’s Services PMI Trended in December 2017

    According to a report provided by Markit Economics, Japan’s services PMI (EWJ) (DXJ) remained weaker in December 2017.

    By Sarah Sands
  • uploads///Japans Manufacturing PMI in December
    Macroeconomic Analysis

    Why Japan’s Manufacturing Activity Improved in December 2017

    Japan’s manufacturing activity in December Japan’s manufacturing PMI (purchasing managers’ index) improved in December 2017, rising to 54 from 53.6 in November 2017. Whereas the index was slightly below the preliminary market estimate of 54.2, it marked the strongest expansion in manufacturing activity since February 2014. The solid rise in Japan’s manufacturing PMI in December 2017 was mainly due […]

    By Sarah Sands
  • uploads///Japan Services PMI in November
    Healthcare

    Why Japan Services PMI Didn’t Meet Expectations in November

    The Japan Services PMI fell in November 2017. It came in at 51.2 compared to 53.4 in October. It didn’t meet the market expectation of 52.0.

    By Sarah Sands
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    Financials

    Why Jamie Dimon Thinks Bitcoin Is a Fraud

    Legendary investor Bill Miller said in an interview with CNBC that 30% of his asset allocation is currently in bitcoin.

    By Sarah Sands
  • uploads///Japan Services PMI in October
    Healthcare

    Why Japan’s Services PMI Improved Solidly in October 2017

    Japan’s services PMI (EWJ) (DXJ) rose solidly in October 2017. It stood at 53.4 in October 2017 compared to 51.0 in September 2017.

    By Sarah Sands
  • uploads///Japans Manufacturing PMI in October
    Macroeconomic Analysis

    Key Insight into Japan’s Manufacturing PMI in October

    Japan’s manufacturing PMI stood at 52.8 in October 2017, compared with 52.90 in September 2017, and beat the preliminary market estimation of 52.5.

    By Sarah Sands
  • uploads///
    Macroeconomic Analysis

    Why the Recent Election Results Are Positive for Japan

    Japanese Prime Minister Shinzo Abe’s call for an early election worked in his favor. He called for a snap election to take advantage of his high ratings.

    By Ricky Cove
  • uploads///
    Macroeconomic Analysis

    Bank of Japan: No Changes in the October Policy Meeting

    At its October policy meeting, the Bank of Japan left its ultra-loose monetary policy unchanged. The decision was made by an 8-1 majority vote.

    By Ricky Cove
  • uploads///Japan Services PMI in September
    Healthcare

    Why Japan’s Services PMI Has Been Falling Gradually

    According to the report provided by Markit Economics, Japan’s services PMI (EWJ) (DXJ) stood at 51.0 in September 2017 compared to 51.6 in August 2017.

    By Sarah Sands
  • uploads///Japans Manufacturing PMI in September
    Healthcare

    Insight into Japan’s Manufacturing in September 2017

    Japan’s manufacturing PMI stood at 52.90 in September 2017, compared to 52.20 in August 2017. The PMI figure beat the preliminary market estimation of 52.5.

    By Sarah Sands
  • uploads///
    Macroeconomic Analysis

    Bank of Japan Sees Rising Political Uncertainty as a Risk

    According to news reports, Japanese Prime Minister Shinzo Abe could be calling for a snap election next month to capitalize on the increased approval ratings in August.

    By Ricky Cove
  • uploads///
    Macroeconomic Analysis

    Update on the Bank of Japan’s September Policy Meeting

    The Bank of Japan left its policy unchanged at its September meeting. By an 8–1 majority vote, the policy board decided to leave its policy and its QQE with a yield curve control unchanged.

    By Ricky Cove
  • uploads///Japan Services PMI in August
    Healthcare

    How Japan’s Service Activity Trended in August 2017

    According to the latest report by Markit Economics, the Japan Services PMI (EWJ) (DXJ) stood at 51.6 in August 2017, compared with 52 in July 2017.

    By Sarah Sands
  • uploads///Japans Manufacturing PMI in August
    Healthcare

    How Japan’s Manufacturing Activity Trended in August 2017

    Japan’s manufacturing PMI stood at 52.2 in August 2017 as compared to 52.1 in July 2017.

    By Sarah Sands
  • uploads///Japan Services PMI in July
    Healthcare

    Why Japan’s Services PMI Fell in July

    The Japan Services PMI stood at 52.0 in July 2017, compared with 53.3 in June 2017, missing the market expectation of 53.3.

    By Sarah Sands
  • uploads///Japans Manufacturing PMI in July
    Healthcare

    How Japan’s Manufacturing PMI Trended in July 2017

    According to the report provided by Markit Economics, Japan’s manufacturing PMI (EWJ) (DXJ) stood at 52.1 in July 2017 as compared to 52.4 in June 2017.

    By Sarah Sands
  • uploads/// MSCI  yr returns
    Real Insights

    An Asian Rally Will Likely Hinge on This

    Although Asian markets have outperformed most of the other regions this year, their performance over the past few years has remained sluggish overall.

    By Matthews Asia
  • uploads///A Korea Missile
    Real Insights

    Will North Korea Undermine Broader Asian Markets?

    Under Kim Jong-Un, North Korea has adopted a more aggressive stance toward its regional adversaries, fueling unprecedented tension in the region.

    By Matthews Asia
  • uploads///A Inflation rate Asia
    Real Insights

    Are Asian Economies Stabilizing or Not?

    While the weak global economic recovery has weighed heavily on Asian exports, domestic weakness has also played a role in the region’s economic slowdown.

    By Matthews Asia
  • uploads/// MSCI Returns
    Real Insights

    Is It Time to Focus on Asian Markets?

    Asian nations (AAXJ) are experiencing a continuation of the economic recovery that has been going on for a couple of quarters now.

    By Matthews Asia
  • uploads///part
    Macroeconomic Analysis

    The Bank of Japan Cuts Its Inflation Forecast

    According to the statement it released at the end of its two-day meeting on July 20, 2017, the Bank of Japan has left its monetary policy unchanged.

    By Ricky Cove
  • Macroeconomic Analysis

    What Japan’s Manufacturing Suggests for Its Economy

    Japan’s manufacturing PMI (purchasing managers’ index) stood at 52.4 in June 2017 compared to 53.1 in May.

    By Sarah Sands
  • uploads///Japans Retail Sales in June
    Macroeconomic Analysis

    What Japan’s Falling Retail Sales Indicate for the Economy

    According to the data provided by Japan’s Ministry of Economy, Trade and Industry, Japan’s retail sales rose to 2% in May 2017 on a yearly basis.

    By Sarah Sands
  • uploads///Japan Services PMI in May
    Macroeconomic Analysis

    Japan’s Services PMI Strengthened, Impacted the Economy

    Japan’s services PMI stood at 53 in May 2017—compared to 52.2 in April 2017. It met the market’s expectations of 53.

    By Sarah Sands
  • uploads///Japans Manufacturing PMI in May
    Macroeconomic Analysis

    Japan’s Manufacturing PMI in May, and What to Make of It

    The Japan Manufacturing PMI stood at 53.1 in May 2017, as compared to 52.7 in April, outperforming the preliminary market estimation of 52.0.

    By Sarah Sands
  • uploads///Japans GDP Growth in Q
    Macroeconomic Analysis

    Why Japan’s Q1 GDP Growth Surprised the Market

    On May 18, 2017, Japan released its first preliminary estimates for 1Q17 GDP.

    By Sarah Sands
  • uploads///Japans Capital Spending Slowly Improves
    Company & Industry Overviews

    How Does Capital Spending Affect Japan’s Economic Growth?

    The Japanese economy (JPN) continued its trend of moderate recovery in 2016 and could move at the same pace in 2017.

    By Mary Sadler
  • uploads///
    Company & Industry Overviews

    Why Ericsson Is Eyeing the Internet of Things Space

    According to Ericsson’s (ERIC) recent Mobility Report, mobile phones make up the largest category of connected devices.

    By Adam Rogers
  • uploads///Economic Growth in Japan
    Macroeconomic Analysis

    The IMF Sees Improvement in Japanese Economic Growth Forecasts

    The IMF expects Japanese economic growth to be 0.5% in 2016—the same as in 2015—and to tick up to 0.6% in 2017.

    By David Ashworth
  • uploads///Monetary Base to GDP
    Macroeconomic Analysis

    Why the Bank of Japan Wants to Overshoot Its Inflation Commitment

    One of the key features of Japan’s new monetary policy framework is its inflation-overshooting commitment.

    By David Ashworth
  • uploads///Inflation expectations
    Macroeconomic Analysis

    How Inflation Expectations Are Set in Japan

    Kuroda pointed out that due to global headwinds, inflation in Japan took a hit from the sharp decline in crude oil prices and the slowdown in China.

    By David Ashworth
  • uploads///Corporate Profits
    Macroeconomic Analysis

    Why Haruhiko Kuroda Says Japan Is out of Deflation

    According to Kuroda, “Japan’s economic activity and prices, as well as financial conditions, have improved substantially, and Japan’s economy is no longer in deflation.”

    By David Ashworth
  • uploads/// Country ETFs top  INFLOWS
    Miscellaneous

    Country ETFs: Once Again, It’s EEM!

    Those who recognized the upside potential in emerging market equities in early 2016 are likely already in the “hangover stage” of celebrating sizable YTD (year-to-date) returns.

    By Meikel Mokry
  • uploads///Japan GDP
    Macroeconomic Analysis

    Japan’s Economy Exhibits Flat Growth, Abe Feels the Pressure

    Japan’s economy showed no growth on a quarterly basis in 2Q16—compared to growth of 0.5% in the previous quarter and forecasts of a 0.2% expansion.

    By David Meyer
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