Franklin FTSE Japan Hedged ETFFLJH
FLJH
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
163% more capital invested
Capital invested by funds: $7.7M [Q2] → $20.2M (+$12.5M) [Q3]
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
30% more funds holding
Funds holding: 20 [Q2] → 26 (+6) [Q3]
15.98% more ownership
Funds ownership: 11.52% [Q2] → 27.49% (+15.98%) [Q3]
78% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 9
Research analyst outlook
We haven’t received any recent analyst ratings for FLJH.
Financial journalist opinion
Positive
Seeking Alpha
3 months ago
Japan: Hotter Than Expected Inflation, Output Rebound Should Support The BoJ's Policy Normalization
Today's data were a mixed bag, but the Bank of Japan will pay more attention to the sharp rise in Tokyo's inflation. Tokyo consumer prices rose more than expected to 2.6% YoY (vs 2.2% in July, 2.3% market consensus).
Neutral
Seeking Alpha
4 months ago
BoJ Hikes By 25 Bps And Starts QT: Too Little Too Late, But In Right Direction To Prop Up The Plunging Yen
The “real” policy rate is massively negative, with the new policy rate of 0.25% far below Core CPI of 2.6%. When QT reaches about ¥3 trillion per month in 2026, it would represent a reduction of its JGB holdings of about 0.5% per month.
Positive
Seeking Alpha
6 months ago
Escape Velocity: Japan's Drift Toward Sustained Inflation
Japan has been struggling for some time to generate enough velocity in inflation to escape the gravitational pull of deflation. The story for the rest of 2024 and into 2025 is now centered on whether inflation will be sustained at the BOJ's 2% target.
Neutral
Seeking Alpha
6 months ago
What's The Next Step For The Bank of Japan?
In March, the Bank of Japan abolished its 8-year-old negative interest rate policy, hiking rates for the first time in 17 years by raising its benchmark rate to 0-0.1%. To combat inflation while also avoiding an excessive surge in interest payments, the BOJ is considering passive quantitative tightening.
Positive
Seeking Alpha
6 months ago
Mixed Japanese Data Supports BoJ's Policy Normalization
We'd rather downplay the weaker-than-expected manufacturing data and focus on a solid recovery in retail sales and a reacceleration in inflation, which will be welcomed by the Bank of Japan. Inflation has been quite choppy due to various government programmes and utility prices.
Positive
Seeking Alpha
7 months ago
What Has Led To Japan's Come-Back?
By end-April 2024, Japanese equities had outperformed the FTSE All-World index over 12 months and in the year to date. Japan has undertaken significant structural corporate reforms in recent years.
Positive
Seeking Alpha
7 months ago
Weak Yen Unlikely To End Japan's Rally
A weak yen is unlikely to end the positive momentum in Japanese equities. The drivers of the recent rally remain, so we stay overweight Japanese stocks.
Neutral
Seeking Alpha
7 months ago
Japanese Industrial Production Strengthens As Retail Sales Disappoint
March activity data was a mixed bag in Japan. Weak manufacturing weighed on growth in the first quarter of the year.
Positive
Seeking Alpha
8 months ago
Can Japan's Stock Market Continue Its Record-Setting Run?
Japan's equity benchmark, the Nikkei 225 Index, has been on a tear in 2024, eclipsing its previous high set back in 1989. As of early April, the index is hovering near 40,000. Solid economic growth, a revamp in the country's tax-free stock investment program and corporate governance reform have helped propel Japanese equities to record highs.
Positive
Seeking Alpha
8 months ago
The Bank of Japan's New Path Ahead
The Bank of Japan is set to normalise monetary policy when certain conditions are met, namely inflation, positive real cash earnings, and a recovery in domestic demand growth. We expect the window for normalisation to open from July for about a year before inflation begins to fall below 2%.
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