In the last year, we saw Japanese equities led by Nikkei 225 and TOPIX gaining more than 30%. All while, the Bank of Japan raised interest rates for the first time in 17 years in March. With this active economic backdrop, what lies ahead for the Japanese market? How do geopolitical dynamics influence Japan? What should investors keep in mind when investing in this economy? On this episode of Disruptive Forces, host Anu Rajakumar invites back Kei Okamura, Portfolio Manager on the Japanese Equities team. Kei shares a nuanced perspective on the challenges and prospects for investors in Japan, highlighting the critical elements driving Japanese equities to give listeners a comprehensive understanding of why Japan remains a compelling destination for both investors and travelers alike.
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