The outlook for Japan has become more complicated following the US election but better labour market data and growth in industrial production means the outlook is generally positive, says Schroders client portfolio manager for Japanese equities Nathan Gibbs.
Speaking in the above video, which continues Professional Adviser's Architas Advent Calendar counting down to Christmas, Gibbs discusses the current "good environment" for the Japanese market, adding that the weaker yen has helped the country's exporters and also assisted the Bank of Japan in its fight against deflation. Gibbs says: "The external environment is actually quite supportive at the moment and we also see good things happening in the domestic economy. This is all helping to support the equity market. We expect corporate profits to grow over the next couple of years - particula...
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