Unpacking the opportunity in developed market equities
Center For Investment Excellence
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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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