Japan – sun rising?

Until fairly recently, the Japanese equity market has been lacklustre. The election of prime minister Shinzo Abe promised to change this with reforms designed both to stimulate the economy and encourage wider ownership of domestic equities. His recent re-election confirms the promise. And the market is beginning to stir. The column ‘Contrarian pointers for 2018’ (9 February 2018) reminded readers of the market’s potential. The time has come to further add to exposure.

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