Japanese Equities are re-capturing the attention of institutional investors. There are many factors that support the renewed enthusiasm.
Raising assets for Japanese Equities over the past decades has required patience and persistence.Most institutional investors simply follow but do not over-commit to the market. That may be changing. Across the Japanese Equity manager research, four tangible justifications for serious reconsideration are being hammered home: Relative Equity Valuations, Yen Outlook, Inflationary Outlook, and measurable improvements in Corporate Governance and shareholder returns - as supported the recent increase in share buybacks. Japanese Equity research is currently being eagerly read.
Quite simply...yes. And with reason.
KEY TAKEAWAYS
The BOJ’s resistance to tighter policy and higher JGB yields is understandable, but this is not a sustainable situation. Within equities, the impact of a weak yen varies from sector to sector. The BOJ is facing two bad choices: continue to allow the yen to weaken, sapping purchasing power; or, raise rates, likely leading to a drag on economic activity.
Necessarily Surprising and Sufficiently Important
ON INVESTORS MINDS
Positive News Keeps Coming
Data Supports A Comeback
Inversion and The Yen
ONE TO WATCH
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