Japanese equities have been routinely shunned by global allocators for decades.
The Japanese equity market will resume its ascent, buoyed by favourable political conditions, strong and evolving corporate reforms and continued monetary easing by the Bank of Japan (BoJ).
Navigating a volatile market
Following Shinzo Abe's re-election as Prime Minister in 2012 and the infamous 'three arrow' stimulus package, the Japanese equity market was a star performer among the world's stock markets in 2013.
Global markets have fluctuated since the end of 2017, due to the Federal Reserve's accelerated tightening, trade frictions and European political risks.
Japanese GDP is likely to expand an average 1.7% through March 2019. Growth should be about 1.6% in April through December this year, rising to 1.8% next January through March.