Japan's inflation comeback prompts investors to tear up old playbooks
Global inflationary forces are finally seeping into Japan's economy after decades of falling prices, forcing investors to radically rethink their Japan bets as the Bank of Japan considers a major policy shift. International investors, who have long favoured stocks benefiting from Japan's ageing population or a weakening yen, are tearing up their playbooks to focus on expected higher interest rates, more generous dividends and a revival in consumer spending. The policy switch has been slow in coming but could herald an entirely new way of investing in Japan if a predicted long-term inflation rate of 2 per cent in 2024 ... (full story)
- Older Stories
Key facts: This release refers to trade in goods only. In October 2023, compared with October 2022: • goods exports fell by $552 million (9.3 percent), to $5.4 billion • goods ...
The GBP/USD currency pair hovers just above 1.2400, struggling to maintain mid-week gains amidst challenges in UK retail data. Despite a 1.65% weekly increase, the GBP faces ...
post: ECB's Villeroy: We Should Expect More Bond Volatility, Renewed Increases Would Be Another Reason Not To Hike Rates post: ECB'S VILLEROY: WE WILL HAVE TO DISCONTINUE OUR PEPP REINVESTMENTS IN DUE TIME, AND POSSIBLY EARLIER THAN END 2024 post: ECB's Villeroy: On Our Inflation Target, I Am Not Fixated On 2.0% To The Nearest Decimal Place post: ECB'S VILLEROY: I SEE RATES PLATEAUING FOR AT LEAST THE NEXT SEVERAL MEETINGS AND THE NEXT FEW QUARTERS.
- Newer Stories
post: EU REPORTEDLY SET TO PLACE FRANCE ON ITS FISCAL WATCH LIST
GBP futures close at their highest level since mid-September. Todd Colvin has more.
post: RESERVE BANK OF AUSTRALIA GOV BULLOCK SAYS INCREASINGLY OPTIMISTIC ABOUT THE LABOUR MARKET post: RBA'S BULLOCK: INFLATION IS CRUCIAL CHALLENGE OVER THE NEXT ONE OR TWO YEARS