Balancing Japanese equity exposure to mitigate global risk factors

So far this year, we have seen Japan's equity market rising on the back of a supportive global backdrop, a relatively stable currency and healthy corporate earnings growth.

The March 2017 fiscal year results saw record earnings per share on the back of a combination of self-help cost cutting, as well as an improving domestic economy and moderate global growth.  We believe March 2018 earnings will be underpinned by the positive outlook for the Japanese economy. Has Abenomics achieved its aims four years on? The steadiness of China's GDP growth, the relative robustness of US economic data and the general stability of the yen relative to the dollar also suggest a positive environment for corporate earnings.  To date, we have seen the longest run of po...