With stronger industrial production and export growth, and surging liquidity, the Japanese market has produced strong returns relative to other major markets in recent months
The last thirteen years have been unlucky ones for UK investors with exposure to the Japanese markets, with poor returns in absolute and relative terms. Recently however, the Japanese market has provided investors with better returns relative to all other major markets. The purpose of this article is to consider whether exposure to Japan going forward will be positive in relative and absolute terms. While the US equity market fell sharply amid growing concerns about future economic growth and equity valuation levels in the US, the Japanese equity market and economy has started to show...
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