from Global Investing:

Show us the (Japanese) money

April 30, 2013

Where is the Japanese money? Mostly it has been heading back to home shores as we wrote here yesterday.

from Global Investing:

Tokyo Sonata calls the tune for investors

April 29, 2013

The jury may be out on whether Messrs. Abe and Kuroda will succeed in cajoling the Japanese economy from its decades-long funk but the cash is betting they will. Domestic and foreign investors have stampeded for Tokyo equities, and Morgan Stanley has been crunching the numbers.

from Breakingviews:

Japan lifts Nomura from its lost half decade

April 26, 2013

By Peter Thal Larsen

(The author is a Reuters Breakingviews columnist. The opinions expressed are his own)

from Breakingviews:

Return to glory days may elude Japan’s automakers

April 24, 2013

By Antony Currie

(The author is a Reuters Breakingviews columnist. The opinions expressed are his own)

from Breakingviews:

Japanese workers need to go back to the 1980s

April 23, 2013

By Andy Mukherjee

(The author is a Reuters Breakingviews columnist. The opinions expressed are his own)

from Breakingviews:

IMF crowd should cut Japan some slack

April 19, 2013

By Christopher Swann

(The author is a Reuters Breakingviews columnist. The opinions expressed are his own)

from Global Investing:

No one-way bet on yen, HSBC says

April 16, 2013

Will the yen continue to weaken?

Most people think so -- analysts polled by Reuters this month predict that the Japanese currency will fall 18 percent against the dollar this year. That will bring the currency to around 102 per dollar from current levels of 98. And all sorts of trades, from emerging debt to euro zone periphery stocks, are banking on a world of weak yen.

from Breakingviews:

Weaker yen won’t halt Japan Inc’s overseas spree

April 16, 2013

By Peter Thal Larsen

(The author is a Reuters Breakingviews columnist. The opinions expressed are his own)

from Breakingviews:

Ten ways to tell whether Abenomics is working

April 15, 2013

By Andy Mukherjee

(The author is a Reuters Breakingviews columnist. The opinions expressed are his own)

from The Great Debate:

Casting doubt on Japan’s new economic experiment

By Charles Wallace
April 11, 2013

Almost exactly a decade ago, Ben Bernanke visited Tokyo as a member of the Federal Reserve Board – he was not yet the powerful Fed chairman – and gave some shocking advice to his Japanese counterparts. Surveying the country’s abysmal record of deflation, Bernanke recommended that the Bank of Japan set an explicit inflation target and embark on a massive program of buying government debt to help achieve that goal.