The featured report outlines why Japanese equities present a compelling investment opportunity amid shifting global market conditions.
Key Takeaways:
- Japan’s Exit from Deflation: Sustained inflation and wage growth (4.8% YoY) signal a healthier macroeconomic environment, supporting corporate earnings.
- Corporate Reforms Drive Returns: Aggressive governance changes, record share buybacks (+75% YoY), and unwinding of cross-shareholdings are boosting shareholder value.
- Attractive Valuations & Strong Balance Sheets**: Japanese small-cap value stocks trade at historically deep discounts, offering high-return potential.
Read the full report for insights into Japan’s evolving market landscape and investment strategies.
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