Japan: on the fast track

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  Japan is blooming for investors: an extraordinary shift is underway as powerful forces combine to open new horizons and push decades of low growth and uninspired markets into the past. These forces bring with them opportunities that are causing investors to rethink Japan. The country’s potential as a strong portfolio diversifier adds to our conviction for Japan to play a growing part in portfolios today and for the long term. With Japanese stocks still inexpensive compared to their historical levels, we believe the time to board the bullet train is now.

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  Publication date:
  27 May 2024

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