Japan has rising taxes, an energy shortfall, and tensions with China to resolve in 2014, says Charlotte Watson, chief investment officer of Attivo Investment Management.
December 2012 saw Japan’s Liberal Democratic Party re-elected, with an aim to stimulate the economy out of decades of deflation and structural inefficiencies. Initial views were unsurprisingly pessimistic. The Japanese government has tried to bring the country out of the doldrums a number of times in the past, only to spend trillions of dollars in an attempt to lift the economy. Consequently, public debt has increased to one of the highest levels in the developed world. However, over the past year, investor sentiment has started to change. It is yet to reach bullish levels, but it i...
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