For the past 20 years, there has been plenty of talk about the supposed 'changes' happening in Japan. But many investors have been badly bruised in previous years and some stalwart critics have even gone as far as to claim that Japan will never actually change.
However, emerging developments coming out of Japan, including demographic shifts and structural changes, are positively affecting the fundamentals, creating an attractive opportunity set. The value in ageing The 'value factor' is one of Japan's oldest and most successful investment stories. But the typical sweet spot of value investment has changed over the years, particularly following the Global Financial Crisis in 2008. Chatfeild-Roberts: Value investors should be in Japan Indeed, Japan has been the worst performing market globally for value stocks over the past decade and as ...
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