EWJV News and Press, iShares MSCI Japan Value ETF

2024-07-31 14:25:00 ET Summary The “real” policy rate is massively negative, with the new policy rate of 0.25% far below Core CPI of 2.6%. When QT reaches about ¥3 trillion per month in 2026, it would represent a reduction of its JGB holdings of about 0.5% per m...

2024-07-31 09:00:00 ET Summary As we had expected, the BoJ raised its policy rate to 0.25% and announced the JGB purchases would be halved by 1Q26. The growth outlook was trimmed modestly for FY24, while the inflation outlook remained above 2% until FY25. As we expect real wag...

2024-07-31 02:12:00 ET Summary Industrial production plummeted as auto safety scandals resurfaced and we will revise down our GDP outlook for 2024 quite sharply. However, the continued rise in retail sales points to a recovery in consumption. We believe the BoJ will focus more...

2024-07-30 00:50:00 ET Summary One of the largest carry trades in the world, funded by the Japanese yen, has reached some sort of climax and is partially unwinding, which is sending ripples through stock markets in both Japan and the U.S. As of Sunday, July 28, the Nikkei 225 Inde...

2024-07-25 21:39:11 ET Summary EWJV provides low-cost access to 134 large and mid-cap Japanese stocks with value characteristics. Despite outperforming developed markets by over 2x during the past year, EWJV's valuations still look reasonable. The growth landscape does not loo...

2024-07-25 10:00:00 ET Summary The second quarter was a more favorable environment for active managers in Global ex-U.S., U.S. Small Cap, Japan, Australia, and Canada. The Momentum factor was once again the standout and most relevant positive factor in all regions. The Quality...

2024-07-25 02:10:00 ET Summary Japan's private sector returned to growth at the start of the second half of 2024. The theme of rising inflationary pressures lingered into July, with rates of input cost and output price inflation both increasing - albeit with variations by sector. ...

2024-07-23 05:30:00 ET Summary We’ve seen extraordinary growth in semiconductor exports fuelled by the global tech cycle in many countries across Asia. US demand for AI-related chips is particularly strong. Geopolitical risks could become significant hurdles in the ...

2024-07-20 00:15:00 ET Summary This week, markets were influenced by trade war fears, US political developments, and a global cyber outage. In Asia, the Japanese yen weakened, and Chinese authorities remained silent on economic goals despite weak data. Next week, US PCE and GD...

2024-07-19 03:12:00 ET Summary The actual figures slightly missed market consensus, but showed that inflationary pressures are building on both the supply and demand sides. We think a reacceleration in service prices should give more confidence to the Bank of Japan. Given the ...