Japanese markets have done well because of expansive monetary policy, says Beat Wittmann, co-founder, partner and chairman at Porta Investors.» Read More
The dollar is strong and things could heat up even further for foreign exchange as global central bankers convene in Jackson Hole.
After a slew of bad data across the globe, the market may need to rejig its expectations for the end of easy monetary policy, some analysts said.
Thomas Byrne, senior vice president of sovereign risk group at Moody's Investors Service Singapore, says Japan's recovery remains fragile and discusses what actions the authorities are likely to take.
Izumi Devalier, Japan economist at HSBC, says the country's GDP drop in the second quarter is not only due to the consumption tax hike, but other factors are a worry in the economy.
Sean Callow, Senior Currency Strategist at Westpac Bank, says low yields in the U.S. Treasurys and a lack of action from the Bank of Japan will drive the dollar-yen pair lower.
Keith Wade, chief economist at Schroders, says that Japan's second quarter GDP will likely be hit by its new consumption tax.
Japan's economy is expected to have lost all ground owing to the April consumption tax hike, which looks to have thrown its recovery off its tracks.
Chris Scicluna, head of economic research at Daiwa Capital Markets Europe, says the Bank of Japan's focus on consumer spending is positive and the country should return to growth in the third quarter.
Yoshito Sakakibara, Executive Director, Investment Research of JP Morgan Asset Management, outlines measures that the central bank can take following a weaker-than-expected quarter.
Shusuke Yamada, Chief Japan FX Strategist at Bank of America Merrill Lynch, outlines his expectations for the Bank of Japan, which will commence a 2-day policy meeting on Thursday.
Tai Hui, Chief Market Strategist Asia at JP Morgan Funds, explains why the Bank of Japan will need to continue its monetary easing policy for the next few years.
David Greene, Head of Dealing at AFEX Australia, says the Bank of Japan's policy decision this week may trigger yen weakness.
CNBC's Pauline Chiou takes you through the key market-moving events in Asia this week.
Joe Zidle, Portfolio Strategist at Richard Bernstein Advisors, says Japan's central bank must ease more if the country wants to avoid a 1994 type recession.
Hayden Briscoe, Director of Asia Pacific Fixed Income at AllianceBernstein, explains why he believes the Bank of Japan to unleash further support measures .
Nicholas Smith, Japan Strategist at CLSA, says Japan's consumer price index for June remains "decent" after stripping out the volatility in food and energy prices.
The BOJ's monetary stimulus is being felt around Asia, with its liquidity set to provide a buffer against the Fed's impending tightening.
"We don't like the bond market," BlackRock portfolio manager Dennis Stattman says.
Dennis Stattman, BlackRock portfolio manager, shares his reaction to Fed Chair Janet Yellen's testimony Tuesday. He thinks investors should focus on the Bank of Japan.
Virginie Maisonneuve, deputy CIO at PIMCO, comments on the Japanese market and says it's "all about stock-picking" as the environment remains "quite weak".