Corporate Japan is changing. When the corporate governance code was introduced in Japan in 2014, companies scrambled to find independent directors to put on the board and were more concerned with complying with the letter rather than the spirit of the...
Japanese equities under the microscope
What moments have freaked investors out the most?
Why are investors just not that into Japan?
In an environment where no region presents an obvious opportunity from a valuation perspective in 2019, Japan offers investors the best chance to at least get access to a major market at something of a discount.
Japanese stocks have more than doubled their returns since December 2012, on the back of Abenomics, but many investors are still not convinced of the sustainability of the rally.
Japanese equities have been routinely shunned by global allocators for decades.
New era, but same success stories
Industry Voice: Japanese equities retain the characteristics that can continue to work well in 2019.