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Articles by Archibald Ciganer
New Era Bodes Well For Japanese Companies
Most Popular News Home / Emerging Market Equities / New Era Bodes Well For Japanese Companies Emerging Market Equities Sponsored by T. Rowe Price Published: 7 Aug 19 Tags: Japan Equities By Archibald Ciganer, Portfolio Manager, Japan Equity Strategy, 7 Aug 19 Quarterly Outlook – Japan Equities KEY INSIGHTS While the direct impact of Japan’s new Reiwa imperial era on markets and the economy should be minimal, the psychological significance is important.
The opportunities for investors from Japanese societal change
From ageing demographics and labour shortages, to changing consumption patterns and dietary habits, Japanese society is evolving. As a long-time investor in Japan, a large part of what we do revolves around identifying these trends early and focusing on those areas we anticipate being the principal beneficiaries of this societal change.
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