Unigestion's Mollin-Elliott: What will drive the Japanese equity market over the next 12 months?
Fiscal stimulus and central bank intervention possibilities
Stefanie Mollin-Elliott of Unigestion
Japanese equity market drivers for the next 12 months include fiscal stimulus, Bank of Japan (BoJ) intervention, the impact of Covid-19 and EPS revisions.
Fiscal stimulus should be supportive of a sharp economic rebound: Japanese government announced its second supplementary budget on 27 May with fiscal spending of ¥31.9trn (5.9% of GDP). The main focus...
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