Consumption Trends in Japan: Rising Incomes Boosting Retailers but a Lot Going Into Savings Too
Much has been made of gradually rising wages in Japan, and this is indeed good news after 20 years of stagnation and negative growth. But while...
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JAPAN PASSIVE - BOJ To Buy Less Nikkei 225? Highly Likely
In both my insight last week JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225 and my piece in February The BOJ's Ongoing ETF Impact - Is a...
753 Views
Highest Dividend Yields in Japan....
We screened for the highest dividend yield names in Japan. At the top of the list is Nissan Motor Co Ltd (7201 JP) with a 5.5% dividend yield....
1.4k Views
Japanese Telcos: Structurally the Most Attractive Wireless Market in the Developed World?
Following a change of analyst, Chris Hoare has taken over coverage of the Japanese telcos. We see Japan as one of the best liquid developed...
607 Views
Toyota for Bears: How Attractive Are Income Yields?
Toyota’s current dividend and buyback yields are 3.1% and 2.1% respectively (at the current market price of JPY7,199 as of 22nd June 2018) bringing...
265 Views