January saw stock markets in the Pacific ex-Japan region outperform Japan. This outperformance is li...
January saw stock markets in the Pacific ex-Japan region outperform Japan. This outperformance is likely to continue in the long run, for the same reasons that have contributed to the region outperforming both the UK and Japan over a long period. Yet Japan is now possibly oversold and a short-term bounce in relative performance is possible. Having reached a 19-year low, investors should be wary of being too short. In fundamental terms, the outlook for Japanese equities appears gloomy. The country has had a decade long on-off affair with recession, while the political solution of throw...
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