Tag Archives: Japan

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Barron’s – Shinzo Abe’s Resignation Could Be an Entry Point for Japanese Stocks, Analysts Say

Author: , Post Date: August 28, 2020

Excerpt from “Shinzo Abe’s Resignation Could Be an Entry Point for Japanese Stocks, Analysts Say” By Leslie P. Norton – Aug. 28, 2020 The resignation of Japanese Prime Minister Shinzo Abe, Japan’s longest-serving prime minister, could create an entry point for Japanese equities, analysts said. Daiju Aoki, regional CIO Japan for UBS Securities, believes Japanese […]

Cumberland Advisors Market Commentary – Japan’s Economy, Stocks, and Corporate Governance

Author: William Witherell, Ph.D., Post Date: August 20, 2020
Market Commentary - Cumberland Advisors - Japan’s Economy, Stocks, and Corporate Governance

The Japanese economy, the globe’s third largest (following those of the US and China), shrank by a record 7.8% in the second quarter. This decline was less than the 9.5% fall in the US economy and the 10.1% drop in the German economy. However, it was more than double neighboring South Korea’s 3.3% drop. Taiwan’s […]

Cumberland Advisors Market Commentary – Opportunities in Japan for Global Equity Investors

Author: William Witherell, Ph.D., Post Date: November 8, 2019
Market Commentary - Cumberland Advisors - Opportunities in Japan

The Bank of Japan at its October 30–31 Monetary Policy Committee meeting kept its policy unchanged while indicating it was willing to lower interest rates further into negative territory from their current low levels if needed to maintain progress towards the 2% inflation objective. he decision not to cut rates at this time was based […]

Japan Monetary Policy Uncertainty Ends

Author: Bill Witherell, Ph.D., Post Date: July 31, 2018
Cumberland Advisors Market Commentary - Bill Witherell, Ph.D.

Yesterday the Bank of Japan (BOJ) announced in a report “Strengthening the Framework for Continuous Powerful Monetary Easing” that its extraordinary policies will be maintained for an “extended period of time”. During the past week, rumors and speculation about possible monetary policy changes at this week’s BOJ meeting caused great uncertainty in Japan’s fixed-income market. […]

Japan’s Domestic Political Turmoil versus Stocks

Author: Bill Witherell, Ph.D., Post Date: May 11, 2018
Cumberland Advisors Market Commentary - Bill Witherell, Ph.D.

In this note we take a closer look at Japan, where the equity market has also so far weathered some very dramatic domestic political storms. The Japanese economy is participating in the global economic recovery that is projected to continue at least through this and next year, and in the accompanying strong growth in global trade, which should persist unless a serious trade war develops.

Marcus Island

Author: David R. Kotok, Post Date: April 23, 2018
Cumberland Advisors Market Commentary by David Kotok

An isolated Pacific island barely big enough to accommodate an airstrip has gained global importance (see photo: https://en.wikipedia.org/wiki/File:Marcus_Island_DF-ST-87-08298.JPEG). Some 787 miles east of South Iwo Jima, Marcus Island, or as the Japanese call it, Minami-Tori-shima (also spelled, “Minamitori”), meaning “Southern Bird Island,” is the southernmost island under Japanese governance and within the Japanese economic security zone. […]