The rise of Japanese buybacks

Conventional wisdom suggests that it’s generally good for companies to have strong balance sheets, with low levels of debt and some cash on hand for a rainy day. The same logic also states that it’s less desirable to have high levels of debt with interest charges that...

Japan – change does happen

Japan is a conservative country which places continuity and stability above change. This can frustrate overseas investors, who periodically get excited about Japan changing and buy the stock market, only to give up a year or two later, disappointed at the pace of...

Our top five Asian equity picks for income

Asia continues to rise as a percentage of the world’s indices, reflecting the fact that the majority of the world’s population lives there and the economies are growing faster than the rest of the world. Secondly, Asian companies are now more liquid and returning more...