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Rise of populism risks upending assumptions behind asset allocations
Japanese corporate governance has been moving to a shareholder-centric system, says Peter Tasker
Be patient and prepare for a bumpy ride, writes Peter Tasker
Country sees strengthening of solvency thanks to stock of net overseas assets, equivalent to some 60 per cent of GDP, writes Peter Tasker
Reforms open up possibility of more exposure to China and emerging markets
Low yields have an easy explanation: declining growth and low inflation, writes Peter Tasker
With fresh challenges emerging it it crucial to give the people a bigger say, writes Peter Tasker
Far from fighting demands for higher wages, Abenomics encourages them, writes Peter Tasker
New taxes and higher taxes can lead to less tax revenue, writes Peter Tasker
Re-inflating burst bubbles is easier said than done
Bubble era Japan Inc. was as far from the deregulated ‘Anglo-Saxon model’ as you can get without state ownership, writes Peter Tasker
The global financial crisis changed hard money orthodoxy, writes Peter Tasker
Metal only generates a measure of revulsion towards other assets, writes Peter Tasker
Japan’s government bond market cannot be dismissed like some crazy aunt in the attic, writes Peter Tasker
Modestly equitised markets of the developed world will benefit
Why Tokyo’s equities could recover quickly from the earthquake
International Edition