Why it is time to 'strike gold' in Japanese equities

2018 was a difficult period for the Japanese equity market.

The Topix index was down 16%, leading some to question whether an allocation to Japanese equities was worth it. Japan: global growth & record profits We would argue it is, with the debate around Japan able to be condensed to three key areas: the exposure it gives to the global economy, the sharpening focus on corporate governance and whether its currency will help or hinder investors.  Japan's global exposure was a weakness in 2018. As global growth slowed last year, Japan's export-orientated economy was caught in the crosshairs. Sentiment was also been impacted by the ongoing rhet...