After many years, Indian corporate earnings seem to be accelerating, with around 20% growth expected over the next couple of years.
We are excited and bullish about the opportunity set in Japan both from an equity and multi-asset, risk-adjusted perspective.
When it comes to the Japanese market currently, cash is in abundance, valuation metrics are not stretched and corporates have the capacity to increase returns to shareholders.
First fully digital insurer
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2018 was a difficult period for the Japanese equity market.
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