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GWS Equity Insights


/ 5 Oct 2018

Here Comes Japan!

We have written many times about the confluence of factors that we believe will lead to the outperformance of Japanese equities including better than recognized fundamentals; attractive valuations and a global investor base that has largely ignored this market. Last month, we highlighted the Japanese election as a referendum on Prime Minister Abe and his reform policies that are underpinning one of the longest expansions in the countries history. With the Nikkei Stock Index near 27-year highs, we believe that Japanese equities could begin to attract substantial investor attention and inflows and we wanted to reiterate our overweight view on the region.

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