iShares Currency Hedged MSCI Japan ETF

Xtrackers MSCI Japan Hedged Equity ETF

DBJP tracks a market-cap-weighted index of Japanese stocks. The fund is hedged against Japanese yen (JPY) currency fluctuations.

JPMorgan BetaBuilders Japan ETF

WisdomTree Japan SmallCap Dividend Fund

WisdomTree Japan Hedged Equity Fund

WisdomTree Japan Hedged SmallCap Equity Fund

iShares MSCI Japan ETF

iShares MSCI Japan Value ETF

First Trust Japan AlphaDEX Fund

Franklin FTSE Japan Hedged ETF

Franklin FTSE Japan ETF

Goldman Sachs ActiveBeta Japan Equity ETF

iShares JPX-Nikkei 400 ETF

iShares MSCI Japan Small-Cap ETF

Japan's Private Sector Returns To Growth At Start Of 2024, While Price Pressures Ease

Invesco Currencyshares Japanese Yen Trust

ProShares Ultra Yen

ProShares UltraShort Yen

The Bank of Japan stood pat on monetary policy today as widely expected. But the market is now paying attention to a more positive tone on the wage and inflation outlook, as well as an upgrade to the FY2024 inflation outlook which lays the groundwork for policy normalisation.

Bank of Japan Opens The Door To Ending Negative Rates, But Timing Uncertainty Remains

The Yen is undervalued, and the Fed pivot supports its revaluation according to our macroeconomic prognosis. Concerns about economic uncertainty in the US will lead to a convergence of rates and a Yen resurgence despite still weak underlying inflation in Japan. On a fundamental basis, the Yen is almost 50% undervalued, and while we don't take too much stock in PPP-based analysis, we think everything points to continued climbs for the Yen.

DBJP: You Want The Yen Now

Going long Japanese equities and short the yen has proven to be a winning trade. There's a new regime in place, however, and the winds may not be as favorable to a hedged Japan equity strategy over the next decade. Valuations also screen richly after a standout 2023, potentially limiting future equity upside and in Xtrackers MSCI Japan Hedged Equity ETF.

DBJP: A Riskier Outlook For The Hedged Japan Playbook

Japan's private sector growth ground to a halt in November according to the latest flash PMI data, which is based on about 85%-90% of total PMI survey responses each month. This was mainly attributed to a sharper fall in manufacturing output as service activity expanded at a slightly faster pace in the penultimate month of the year.

Japan Flash PMI Eases To 50.0 To Signal Stalling Private Sector Activity In November

The Japanese stock market is having itself a hot minute. The Nikkei 225 index, a benchmark for Japanese equities, is up nearly 30 percent so far this year.

Japan, Still The Outlier After All These Years

Things were looking tough for the BoJ as recently as this summer, when the country's core CPI bolted north of 4%, far beyond the 2% inflation target that major central banks view as ideal. The Bank of Japan is being reactive to an inflation threat that may very well be in the rearview mirror.

Declining PPIs Perpetuate Japan's TINA Trade

The debate over the future of Japan continues. Because of its small footprint, we often forget the oversized role Japan plays in the global economy.

Japan's Future Remains An Issue Of Debate

October's flash PMI data revealed that Japan's private sector economy concluded the eight-month growth streak that commenced in January 2023. This was attributed primarily to a sharper fall in manufacturing production, though services activity growth also slowed to the weakest in the year-to-date.

Japan's Flash PMI Points To Stalling Private Sector Economy At Start Of Fourth Quarter

iShares MSCI All Country Asia ex Japan ETF

SmartETFs Asia Pacific Dividend Builder ETF

iShares Asia 50 ETF

Global X FTSE Southeast Asia ETF

JPMorgan BetaBuilders Developed Asia EX-Japan ETF

iShares Asia/Pacific Dividend ETF

iShares MSCI Emerging Markets Asia ETF

iShares MSCI Indonesia ETF

iShares MSCI Pacific ex-Japan ETF

Franklin FTSE Asia ex Japan ETF

First Trust Asia Pacific ex-Japan AlphaDEX Fund

SPDR S&P Emerging Asia Pacific ETF

Xtrackers International Real Estate ETF

VanEck Vectors Indonesia Index ETF

iShares Core MSCI Pacific ETF

Vanguard FTSE Pacific ETF

The region is likely to see faster disinflation, but prospects for growth in coming years are dimming. Strong consumer spending has supported growth in Asia's three largest economies this year, but there are already signs that the region's recovery may be running out of steam.

Asia Continues To Fuel Global Growth, But Economic Momentum Is Slowing

CSOP FTSE China A50 ETF

Xtrackers Harvest CSI 300 China A-Shares ETF

Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF

Xtrackers MSCI China A Inclusion Equity ETF

VanEck China Bond ETF

Global X China Biotech Innovation ETF

Global X MSCI China Communication Services ETF

Global X China Energy ETF

Global X MSCI China Health Care ETF

Global X China Industrials

Global X MSCI China Information Technology ETF

Global X China Materials ETF

Global X China Consumer ETF

Global X MSCI China Real Estate ETF

Global X MSCI China Consumer Staples ETF

Global X MSCI China Utilities ETF

Global X China Financials ETF

Loncar China Biopharma ETF

Xtrackers MSCI All China Equity ETF

VanEck Vectors ChinaAMC SME-ChiNext ETF

iShares MSCI China A ETF

Invesco China Technology ETF

WisdomTree China ex-State-Owned Enterprises Fund

WisdomTree Chinese Yuan Strategy Fund

iShares MSCI China Small-Cap ETF

iShares MSCI Hong Kong ETF

iShares MSCI Taiwan ETF

First Trust China AlphaDEX Fund

Franklin FTSE China ETF

Franklin FTSE Hong Kong ETF

Franklin FTSE Taiwan ETF

iShares China Large-Cap ETF

ProShares UltraShort FTSE China 50

SPDR S&P China ETF

KraneShares MSCI All China Index ETF

KraneShares Bosera MSCI China A Share ETF

KraneShares Bloomberg China Bond Inclusion Index ETF

KraneShares CICC China 5G and Semiconductor Index ETF

KraneShares CICC China Leaders 100 Index ETF

Kraneshares MSCI China Environment Index ETF

KraneShares SSE STAR Market 50 Index ETF

KraneShares Hang Seng Tech Index ETF

KraneShares MSCI All China Health Care Index ETF

KraneShares CSI China Internet ETF

iShares MSCI China ETF

Invesco Golden Dragon China ETF

Rayliant Quantamental China Equity ETF

Franklin Templeton Dragon Fund

Invesco DB US Dollar Index Bearish Fund

WisdomTree Bloomberg US Dollar Bullish Fund

Invesco DB US Dollar Index Bullish Fund

ProShares Ultra FTSE China 50

Direxion Daily FTSE China Bear 3X Shares

Direxion Daily FTSE China Bull 3X Shares

ProShares Short FTSE China 50

The IMF, the World Bank, and the United Nations all rank China and Japan as the second and third largest economies on the planet. More of what is occurring in the markets should reflect what is happening in China and Japan which are strongly linked economically.

China Could Derail Japan's Fragile Recovery

DBJP is dominated by other Japan ETFs with lower expense ratios and the same allocations. The sector allocations of DBJP, particularly financials and consumer discretionary, are good exposures due to credit availability and the advantage of a devalued Yen. Despite recent spikes in fund flows into Japan, international allocators are still underweight Japan, and there are benefits to demographic declines in relation to strict labor market laws.

DBJP: Dominated By FLJH And Other Currency-Hedged Alternatives

It is disappointing that labour cash earnings were weaker than expected in Japan, but consumption held up relatively well. Meanwhile, due to the recent spike in market rates and high inflation, the Bank of Japan is expected to change its YCC policy and forward guidance at its October meeting.

Mixed Signals For Earnings And Spending In Japan, But The BoJ Is Likely To Move On

Japanese stocks have outperformed global equities by a wide margin this year. Is this a false dawn or can inflation continue to breathe life into the market?

Japan Equities: Inflation May Be Just What The Doctor Ordered

Japan's private sector economy continued to grow in September, extending the sequence of expansion that commenced at the start of 2023. Slower service sector growth, attributed in part to a renewed decline in new business from abroad, and a quicker fall in manufacturing output underpinned the latest slowdown.

Japan's Growth Momentum And Inflation Pressures Ease In September

iShares MSCI EAFE ETF

iShares Edge MSCI Min Vol EAFE ETF

WisdomTree Europe Hedged Equity Fund

iShares Currency Hedged MSCI EAFE ETF

IQ FTSE International Equity Currency Neutral ETF

Invesco S&P International Developed Momentum ETF

ALPS International Sector Dividend Dogs ETF

iShares Core MSCI Europe ETF

iShares Core MSCI Total International Stock ETF

Hartford Multifactor Developed Markets (ex-US) ETF

ALPS Sector Dividend Dogs ETF

SPDR Portfolio Developed World ex-US ETF

SPDR Portfolio S&P 500 ETF

Vanguard FTSE Developed Markets ETF

Vanguard Total International Stock ETF

There's been more talk lately about aiming for diversification through international investing, which wasn't a major topic of discussion for a while.

VettaFi Voices On: International Investing's Revival

Japan's Nikkei 225 eclipsed 33,000 for the first time in 33 years, and the significant rally has attracted major investor interest. Global portfolio managers are increasingly bullish on Japan, and they are allocating more cash to this rising market.

The Sun Shines On Japanese Stocks, Anticipating Key Events To Finish The First Half

We see the outlook brightening for Japanese stocks vs. developed peers given fewer supply constraints, supportive monetary policy and corporate reforms.

Japan Stands Out From Developed Pack

Despite a slowdown in growth momentum from May, as signalled by the latest June flash PMI data for Japan, a solid quarter of growth is expected for Q2 2023. This may well exceed the strong official GDP reading recorded in Q1, with a service sector expansion primarily supporting growth while manufacturing performance lagged.

Japan June Flash PMI Data Signal Solid Expansion At End Of Q2 2023 Despite Moderation In Growth Momentum

Japan has been gaining traction among investors and advisors as a topic of interest recently. Some of the top investors and investment firms continue to increase their investments in Japanese stocks and Japan ETFs.

Exploring Japan ETFs: Top Performers and Investment Opportunities

The BoJ has unanimously decided to maintain its ultra-easing monetary policy. It is looking for clearer signs of sustainable inflation growth.

Bank Of Japan Keeps Policy Settings Unchanged - For Now

Currency-hedged Japan ETFs are outperforming their unhedged peers as the surging U.S. dollar is knocking down the returns of international investments.

Currency-Hedged ETFs Lead Japan's Stock Market Rally

Japan's Nikkei benchmark index has rallied to its highest point since July 1990. Several key factors are fueling this stock rally.

Japan's Stocks Soar: New Investing Dawn or Echo of Bubble Era?

VanEck Vectors Brazil Small-Cap ETF

VanEck Vectors Semiconductor ETF

Simplify Volt RoboCar Disruption and Tech ETF

Consumer Discretionary Select Sector SPDR Fund

The month of May was marked with the U.S. debt deal, AI euphoria and the return of information technology stocks.

DBJP: Buy On Pullbacks

News for Xtrackers MSCI Japan Hedged Equity ETF ETF (DBJP)