Skip Header

Choose your location

Lei Zhu
Article 4 min read

Axing the ‘ex-Japan’: a new era for Japanese bonds

Tailwinds from index reform to rate-hike expectations are lifting Japan's bond market from the doldrums, breathing new life into what was a dull backwater.

Lei Zhu + 3 others | 5 December 2023

Miyuki Kashima
Article 5 min read

Why equity investors are rediscovering Japan

Global investors under-allocated to Japanese stocks risk missing out on big improvements in corporate earnings yields and capital returns.

Miyuki Kashima + 1 other | 24 May 2023

Peiqian Liu
Article 2 min read

Chart Room: Retail therapy for Japan’s ‘lowflation’ headache

The Bank of Japan has struggled to convince the public that inflation will stick. But recent data shows there could be a shift in consumers’ mentality.

Peiqian Liu + 2 others | 18 May 2023

Ian Samson
Article 1 min read

Chart Room: Rewriting the yen narrative

We think recent tweaks to the Bank of Japan's yield curve control policy could reset the narrative and pave the way for yen appreciation.

Ian Samson | 20 January 2023

Charlotte Harington
Article 1 min read

Chart Room: Pressure mounts on yen as US yields soar

Japan's commitment to YCC puts it in a difficult position amid rising inflation. Were the BoJ to abandon YCC, the knock-on effects could be severe.

Charlotte Harington | 27 October 2022

George Efstathopoulos
Blog 2 min read

The last of the doves: BoJ unlikely to change course anytime soon

The last of the doves: BoJ unlikely to change course anytime soon

George Efstathopoulos | 19 May 2022

Show Results