Japanese reforms: Have they hit or missed targets?

Japanese stocks well placed to outperform global markets

clock • 4 min read

September saw Shinzo Abe re-elected as president of the governing Liberal Democratic party - but how successful have his policies been so far? DIAM product manager Serge Kasai reports

Japan is on the brink of emerging out of a deflationary economy with record high corporate earnings and an improving corporate mindset towards profitability. Though these changes have just started and will continue to evolve over the years, the relatively low valuations and improving fundamentals mean Japanese stocks are well placed to outperform global markets. Why the Bank of Japan could disappoint markets this month This change has been as a result of Shinzo Abe. With overwhelming victories at two general elections in 2012 and 2014 and re-election as party leader in 2015, he is ...

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