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mercredi 30 novembre 2022

Tous les titres

Fax du mercredi 30 novembre 2022 - Tous les titres

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The rewards and challenges of investing in Japan in the current climate

By Rupert KIMBER, gestionnaire Quaero Capital Funds Lux – Taiko Japan* Many investors are unfamiliar with a country in which a stealth equity rally is taking place The Japanese equity market has been written off on many occasions since its peak back in 1989. This has led to many investors missing out on it more than doubling, in performance terms, since prime minister Shinzo Abe heralded a shift in the “lost decades” narrative of the post-bubble period back in 2012, launching fiscal stimulus programmes and driving a period of sustained loose monetary policy from the Bank of Japan. We now see equity valuations – especially among the more domestic companies – as too low and they certainly do not reflect the...

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