Why Japanese equities will be on the up from next year
Ichiro Kosuge of Goldman Sachs Asset Management
Japanese equities have been sensitive to weaker global industrial demand over the past 12 months, but we expect the earnings impact from the ongoing slowdown to bottom out by the end of this fiscal year.
Into the new year, consensus expectations forecast aggregate earnings growth of 6%, supported by a broad-based recovery in industrial demand. Having underperformed other developed markets, valuations...
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