Europe’s largest stocks have significantly greater exposure to geopolitical shocks than their US and Japanese counterparts due to their international footprint, new research shows – with Germany’s DAX facing the highest risks. Should investors be concerned?

Huge international debt capital market issuance in September and October is forecast as investors may seek to take any US Treasury benefit through wider spreads.

A perfect storm – triggered by the Sahm Rule, AI-driven transactions and the unwinding of the yen carry trade – sent the Japanese and global stock markets on a wild ride. While the Bank of Japan gains more flexibility to raise rates after the unwinding, investors remain optimistic about the long-term prospects of Japanese equities.

Hefty convertible bond sales by the likes of Chinese firms Lenovo and Alibaba, plus renewed interest in issuance from corporate Japan, have the market chattering. Is the market here to stay in Asia, or could a single soggy offering cause it to slam shut again?

The prospect of interest rate cuts from the Fed in 2024 is disappearing. Japan and Korea are among those feeling the heat.

The Korean banking sector faces many obstacles, but a single, powerful catalyst is driving change.

Stock market reform has not only revitalized the country's capital markets but has also permeated the real economy. Countries like Korea are quickly following suit. Interestingly, China also seems to be drawing inspiration.

As Japan puts an end to the global negative interest rate era, its central bank's QE programme remains in place and may be a model for peers. Investors maintain a bullish outlook on the stock market.

Many factors explain Japan’s renewed allure to global corporate and financial institutions. Inbound FDI is rising, with local stock prices regularly hitting record highs. Is the economy’s long-awaited renaissance a passing phase or here to stay?

Rakuten needs money – and lots of it – as its mobile telecommunications arm continues to burn cash. But it is running out of things to sell, while its debt profile is miserable.

Pressure is growing on Japan’s self-imposed caps on government bond yields. Positive rates must be around the corner, but what will that mean for banks and public debt?

MUFG’s vast balance sheet has the potential to make a considerable difference to Japan’s net-zero ambitions. But the bank won’t be pulling back from polluters, arguing that money needs to flow to where emissions are, not away from them.

The enormous re-listing of Arm Holdings is unrepresentative in many ways, but it still contains a valuable lesson for those coming down the pipe.

Outbound Chinese M&A deal-flow has slowed to a crawl even as inbound activity remains steady. So focus in the region is moving elsewhere: to rising India, steady-and-lucrative Australia and even Japan, where once-bloated conglomerates are streamlining portfolios under intense pressure from activist shareholders.

Analysts are looking beyond China for clues as to where the main Asian currencies will go over the remainder of 2023 as they try to second-guess Japan’s monetary policy plans.

Japan is the first major market to put a regulatory environment around stablecoins into law.

How on earth, in this environment, did the bank deliver one of its best-ever quarters in Asia?

Tech-related bank deals can still get away, but investors call the shots now.

With the advent of its strategic alliance with Japan’s Mizuho Financial, Lombard Odier now has wealth management tie-ups in seven Asia countries, with the promise of more to come.

Inflation has returned to the country for the first time in 30 years. As it does so, there is a new face at the helm of the Bank of Japan. What does it mean for the megabanks?

Don’t expect a flood of IPOs, but there are still placements across Asia Pacific.

Yet another multi-billion-dollar loss on investments in SoftBank’s Vision Funds speaks to a malaise that is hurting the tech teams of investment banks in Asia.

The purchase of Home Credit’s businesses in the Philippines and Indonesia fits with a trend to seek growth outside Japan.

Last week’s financial summit aimed to show investors Hong Kong is open for business. While well attended, it also served as a reminder of how closed off the financial hub has become and how much of its lustre has been lost.

For one, it brings power to its digital operations, for the other a much-needed injection of funds. But it doesn’t change a grim operating environment.

The recent multi-decade lows experienced by the pound and the yen may have different origins, but they are also a reminder that history has a habit of repeating itself.

Rakuten’s adventures in mobile have given the Japanese e-commerce group a rabid thirst for capital. So much so that it is prepared to list the group’s digital bank at the worst possible time.

Few could understand the reasoning when Berkshire Hathaway bought into Japan’s five creaking, antiquated trading houses in 2020. But a spate of record results has vindicated Warren Buffett’s decision.

Toshiba has unveiled a new restructuring format, but its roster of activist shareholders would much prefer the business be taken private.

Ravi Raju has hired some seasoned names and is extending the bank’s reach into south Asia and the Middle East.