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6min chapter
Unpacking the opportunity in developed market equities
Center For Investment Excellence
Analyzing the Potential Opportunity in Japan's Developed Market Equities
This chapter examines the structural changes happening in Japan's developed market equities and discusses the rebound post-COVID, aging workforce, impact of wage inflation, challenges in maintaining yield curve control, and the role of corporate governance improvement. It emphasizes the need for cautious selection of opportunities and the uncertainty regarding a structural overweight to Japan.
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Listen to the best highlights from the podcasts you love and dive into the full episode