Despite weak data spurring doubts over whether Japan's economy is really recovering, property investors remain keen on the market.» Read More
Jun Okumura, Senior Advisor, Eurasia Group explains why he thinks Japan Prime Minister Yoshihiko Noda's picks for his new cabinet shows his confidence in Japan's bureaucracy.
Marco Bardelli, CEO, UBI Capital Singapore says tankan results could have been worse considering the China-Japan dispute. He also expects the BOJ to stay put when they next meet.
John Vail, Chief Global Strategist, Investment Strategy Group at Nikko Asset Management explains why there is room for optimism in Japan despite its sluggish economic recovery. He further discusses the political situation in the country and its effects on the country's economy going forward.
Jesper Koll, MD & Head of Japanese Equity Research, JPMorgan Securities Japan breaks down the BOJ's tankan survey. He thinks the increased capex figures have to do with firms upgrading their facilities to prepare for a natural disaster.
David Forrester, Senior VP, G10 FX Strategy, Macquarie thinks any intervention will only impact the JPY temporarily. He also explains why he thinks the BOJ has been ineffective in generating inflation.
Fear has crept into the foreign exchange markets: fear of central banks. Currency traders are rapidly shifting assets to countries seen as less likely to try to weaken their currencies, amid concern that the fresh round of U.S. monetary easing could trigger another clash in the “currency wars”, the FT reports.
Investors know what they want, and it isn't the G4 currencies.
A reported German challenge to European bond-buying dents the euro and commodity prices hit the Aussie - it's time for your FX Fix.
Risk appetites are getting sated, and this strategist is wary of currencies from countries with stimulus programs underway.
All the central bank stimulus is turning investors away from safe havens and toward riskier currencies, giving this strategist a plan.
Emerging market currencies have been laggards, but this strategist thinks that could change.
The euro takes a hit and investors ready for more central bank moves — it's time for your FX Fix.
The Bank of Japan's easing move is leading this strategist to look for a sell sign for the euro.
The Bank of Japan eases, euro traders take profits, and Iceland says later for the euro — it's time for your FX Fix.
The euro has been on a tear against the dollar, but this strategist sees a better way to play the common currency.
A Bank of Japan meeting looms and Spain shies away from a bailout — it's time for your FX Fix.
Masayuki Kichikawa, Managing Director and Chief Japan Economist at Merrill Lynch Japan Securities, as well as Mark Konyn, CEO of Cathay Conning Asset Management, both agree that the impact of the sales tax bill recently passed by Japan's parliament will have a more moderate impact than the sales tax hike that took effect back in 1996.
Matthew Circosta, Economist at Moody's Analytics thinks Japan's disappointing data will further strengthen the case for more stimulus in the second half of the year.
Geoffrey Yu, FX strategist at UBS, says that he does not want to pick a side on the dollar/yen trade as the Bank of Japan is itself waiting to see what the U.S. Federal Reserve will do before it acts.
Mizuho Director Seijiro Takeshita expects the Bank of Japan to maintain rates, as well as the size of its asset purchase program, after its 2-day policy meeting. He joins CNBC to explain why.