Erste Asset Management - Blog

Artikel zu Schlagwort: Japan
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Gerold Permoser am 12th September 2017

Sustainability? Possibly more important than you might think!

(c) iStock

I have recently read an interesting research report by one of our independent research partners, Gavekal Research. Gavekal Research is based in Hong Kong, and one of its strengths is its deep knowledge of the Asian market. The piece titled “Good Governance, Poor Performance” discusses good corporate governance. This is a central pillar of traditional as well as sustainable investment.

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Harald Egger am 19th July 2016

Japanese stock exchanges rally after Prime Minister wins elections

The Japanese equity market has been among the weakest ones in the year to date. At -15% (as of 12 July 2016; source: Bloomberg), the Nikkei index is one of the worst performers. For euro investors, the bottom line is not as abysmal: adjusting the loss for the development of the Japanese yen vis-à-vis the euro, the performance improves to -4% (Bloomberg). In spite of the negative sign, the net result still outperforms European equities.

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