Raising assets for Japanese Equities over the past decades has required patience and persistence.Most institutional investors simply follow but do not over-commit to the market. That may be changing. Across the Japanese Equity manager research, four tangible justifications for serious reconsideration are being hammered home: Relative Equity Valuations, Yen Outlook, Inflationary Outlook, and measurable improvements in Corporate Governance and shareholder returns - as supported the recent increase in share buybacks. Japanese Equity research is currently being eagerly read.
Quite simply...yes. And with reason.
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