Japanese stocks are about as cheap on a price to 12-month forward EPS ratio as they have been in many years and are cheaper than many of their global peers.
Joining Shanghai and Hong Kong offices
The Japanese equity market will resume its ascent, buoyed by favourable political conditions, strong and evolving corporate reforms and continued monetary easing by the Bank of Japan (BoJ).
'It is not about active or passive'
Unloved for a generation, Japan's equity markets are coming back into favour - and for good reason.
The consumer markets of China, India and Indonesia have grown at year-on-year rates of 5.9% to 9.5%.
Joined with Chinese asset manager Ping An