BTC iShares Currency Hedged MSCI Japan ETF
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.
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).
Bill Gross’s Views on Growth and Inflation
Gross believes that money has stopped generating growth and inflation. Equity prices are artificially elevated, and negative yields are guaranteeing capital losses.
Hunting for Yield: Looking beyond Japan
Japan is the largest accessible bond market in Asia (source: Barclays Multiverse Index as of 7/29/16), but the problem is the yields for many local bonds are negative.
Why To Expect Muted Returns from US Equities
We can expect muted returns from US equities going forward. US stocks face the prospect of higher interest rates, albeit gradual and from unusually low levels.
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.
Gundlach Looks for Evidence that Negative Rates May Support Markets
With developed markets such as Japan (EWJ) and Europe (FEZ) (VGK) resorting to negative rates, it only makes investing sense to analyze how negative rates stand to affect stock markets.
Gundlach’s Advice to Japanese and European Investors in US Treasury
US Treasuries are set for their second consecutive month of losses for the first time this year.
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.
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.
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.
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.
Why Structural Reforms Are Needed to Spur the Japanese Economy
Market participants believe that the BoJ (Bank of Japan) needs to do more to beat deflation and propel the Japanese economy to sustainable long-term growth.
Why Monetary Policy Isn’t Enough to Boost the Japanese Economy
The BoJ is the one of the largest holders of Japanese (DFJ) government bonds and also a major player in equity markets.
Why Investors Should Look beyond the United States
There is no question that the six-year bull run has left very little room for value in US markets. Investors should look beyond the United States to opportunities abroad.
Investing in Japan Has Some Risks
Currency risk is an important factor if you invest in an ETF that holds foreign stocks. In Japan, the falling yen has helped exporters such as Toyota, Sony, and Canon.