Equity rebound coupled with rise in yen promising handsome returns

clock

Japan has lagged equity markets around the world as well as other asset classes such as property and...

Japan has lagged equity markets around the world as well as other asset classes such as property and commodities. Currency weakness has had the effect of further depressing returns to overseas investors. However, we expect a rebound in Japanese equities and, if this were to be coupled with a reversal of the yen weakness, investors can expect handsome returns. An oft repeated myth concerning investment in Japan is that a strong yen is harmful for the economy. The reasoning behind this argument goes like this: Japan is a country that is reliant on exports for growth and therefore a strong ye...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Equities

Partner Insight: Robeco Emerging Markets Equities strategy - Targeting alpha in a new world of growth

Partner Insight: Robeco Emerging Markets Equities strategy - Targeting alpha in a new world of growth

Jan de Bruijn, Director, Emerging Market Equities, Robeco
clock 06 June 2025 • 5 min read
Nedgroup Investments' Rob Burdett: It is time to move underweight equities

Nedgroup Investments' Rob Burdett: It is time to move underweight equities

Reducing exposure

Rob Burdett
clock 03 June 2025 • 2 min read
 CFA Institute's Matt Winters: Reform needed to fix company valuation and financials disconnect

CFA Institute's Matt Winters: Reform needed to fix company valuation and financials disconnect

Intangibles accounting needs improvement

Matt Winters
clock 16 May 2025 • 3 min read
Trustpilot
Loading page