Raw Japan
Slices of Japanese business, politics and life
from MacroScope:
Vote here on Japan’s economy and its election
Britain's Association of Investment Companies has UK investors who run Japanese equity funds whether they think the general election on Sunday will have a positive impact on the country, which is slowly emerging from recession.
Their answers can be found here, but the consensus was that the Democratic Party of Japan would defeat the ruling Liberal Democrat Party and that this would result in more consumer friendly policy or economic revival through higher living standards.
Managers were more divided on how long-lived any positive impact on stock market would be.
Our unscientific mini-poll below gives you the chance to vote on the issue -- but as ever your comments are also welcome.
from Global Investing:
Bear market rally/Bull market beginning?
Another month and another Reuters asset allocation poll. This time saw investors in United States, Europe and Japan lifting their equity holdings and cutting back slightly on bonds. Fits with what has been happening on global financial markets, where MSCI's main world stock index is heading for its best month in at least six years.
So the big question is what happens now. Is this a bear market bounce that will soon dissipate? Or is it the start of something bullish that will last?
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Resident Raw Japan Expert
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