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Numerous factors are putting upward pressure on prices in Japan, and the yen is acting as an escape valve for the central bank's yield curve control policy.

Nicholas Price, portfolio manager of Fidelity Japan Trust PLC, reviews recent market movements in Japan amid a sharp rotation of away from growth stocks and sectors. He discusses what lies ahead for investors and outlines the compelling long-term opportunity among small and medium-sized companies with sustainable growth prospects.

Banned from travelling during the pandemic, Matthew Brett, manager of the Baillie Gifford Japan Trust and the Baillie Gifford Japanese Fund, explains why distance needn’t mean disadvantage

Many investors associate Asia ex-Japan with high-growth, higher-risk investing, which can mean some good-quality, growth-compounding companies are overlooked.

In this latest video, Head of Japanese Equities Paul Chesson discusses:

• His outlook for the Japanese economy
• Efforts taken to simulate the stubbornly low inflation rate
• How US Government imposed trade tariffs are affecting Japan
• Where he is finding opportunities in the current environment

Remember last year when most financial commentary was saying that market volatility was too low? That was a pretty unusual state of affairs.

Shinzo Abe’s policy programme has started to lift Japan out of its long deflationary slump. But the road ahead is still a long one and political scandals could prevent him from finishing the job.

Japan has had a sobering 2018 so far, with both growth and inflation coming in below expectations. Is this likely to trigger a policy response, or should we expect more of the same?