The information in this site is intended for consultants, institutional investors and trustees only.

The information contained in these pages must not be used or relied upon by private investors. We recommend that you read our 'Terms & Conditions' before browsing the site.

Please click submit to confirm that you are a consultant, institutional investor or trustee and wish to continue.

Audience

Equities Market Perspective: Time to look at opportunities in Japanese equities?

07/09/2017

Japanese equities are offering exposure to a combination of strong earnings growth, a favourable policy-mix, plenty of support from domestic growth drivers and an accommodative central bank. In this month’s update, Ritu Vohora, Investment Director looks at why the case for Japan is the strongest it has been in many years.

Ritu also provides a review of market trends in August as global equities continue to strengthen despite a more volatile geopolitical backdrop. Emerging markets and Asia-Pacific ex Japan were once again the best performing regions, while the UK lagged. In sectors, defensives benefited from the move towards lower bond yields, as central banks slowed down the process towards tighter monetary policy.

The value of investments will fluctuate, which will cause prices to fall as well as rise and investors may not get back the original amount they invested.

Cyveillance Protected

For institutional investors only. Not for onward distribution to any other type of client. No other persons should rely on the information contained on this website.