FLJP News and Press, Franklin FTSE Japan From 10/04/23

2023-10-04 06:11:00 ET Summary The need for caution in making grand predictions today is amplified by some truly incredible global crosscurrents. Nominal and real U.S. Treasury yields have continued their push to new highs, while equity risk premiums and credit spreads have compre...

2023-10-04 04:40:00 ET Summary The pieces finally look to be falling into place for Japan’s economy. From a broad macroeconomic perspective, recent Japanese growth has been encouraging. Future activity also looks robust for both manufacturing and services, which is particul...

2023-10-03 04:59:00 ET Summary Global equity market weakness in the third quarter reflects the uncertain outlook. We address some of the big questions on investors’ minds. Technology stocks slipped after a strong first half. Energy was the best-performing sector in the quar...

2023-10-03 04:17:00 ET Summary Europe continued to see the steepest downturn, followed by Japan, leaving the rest of Asia and the US as key areas of growth. The recent manufacturing production malaise is attributable to an ongoing deterioration in demand. Worries about recessi...

2023-10-03 03:59:00 ET Summary Japanese stocks have outperformed global equities by a wide margin this year. Is this a false dawn or can inflation continue to breathe life into the market? Inflation has been at the heart of the Japanese stocks’ awakening. Japan’s hea...

2023-10-03 03:35:00 ET Summary Global manufacturing prices are on the rise again, according to the latest JPMorgan Global Manufacturing Purchasing Managers' Index compiled by S&P Global, up for a second month in a row in September. The price of West Texas Intermediate has rise...

2023-10-02 11:40:00 ET Summary Markets are adjusting to the new, more volatile regime. We see opportunities in the UK and euro area bond repricing, and still prefer Japanese equities. U.S. stocks dipped last week, and 10-year Treasury yields fell sharply from the week’s hig...

2023-10-02 10:06:00 ET Summary Betting the yen will collapse in value against the dollar because of Japan's massive debt has over the years become known as a widow makers trade. A country can always drive its currency downward, however, supporting it is much more difficult. I ...

2023-09-29 19:30:00 ET Summary This will be a busy week in the US with a looming government shutdown, an expanding UAW strike, a lot of Fed speak, and an NFP report that could show hiring fell to the lowest levels since early 2021. There’s very little of note next week in t...

2023-09-28 00:45:00 ET Summary From inflationary tailwinds for earnings growth to corporate reforms that unlock shareholder value, multiple regime shifts are underway to restore the appeal of the Japanese equity market. Japan’s weight in the MSCI World Index has declined to...