investing in Japan - Beyond Bulls & Bears

Beyond Bulls & Bears

Equity

Where have all the 100-yen stores gone?

Templeton Global Equity Group explores the legacy of Abenomics, the emergence of inflation in Japan, and finding value opportunities there.

William Chang | July 19, 2022

Equity

The Great Wave of Yen Weakness

A weaker Japanese yen is thought of as positive for Japanese businesses with a high degree of exports, but it may not necessarily be as beneficial as many think, according to Templeton Global Equity Group.

Hsung Khoo | May 12, 2022

Multi-Asset

Japan: A New Quiver of Arrows?

With a new Prime Minister taking the helm in Japan, what does the future hold? Franklin Templeton Investment Solutions’ Gene Podkaminer and members of the research team take a look at both local and global trends influencing Japan—and why investors should pay more attention to the country.

Gene Podkaminer, CFA | November 17, 2021

Alternatives

Japan: The Quest for Growth and Inflation

Abenomics [in Japan] constitutes a true regime change and has already had a significant impact—but the road to sustainably higher growth and inflation is still long.

Michael Hasenstab, Ph.D. | November 06, 2015

Asia’s Big Four: Reforms at the Forefront

We believe Japanese companies could look more attractive to investors if they improve their balance sheet management, and stop hoarding cash and participating in expensive merger and acquisition activity.

March 05, 2015

Pacific Powers: Australia and Japan

Australia’s economy and market, in some respects, appear as if they have been on a treadmill without an off switch.

May 20, 2014

A Tactical Look at the Markets

Given rallies in major developed equity markets over the past year and a half, clients are increasingly interested in how to effectively hedge equity exposure amid the prospect of near-term volatility.

April 17, 2014

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