Past lessons learnt as tide starts to turn for Japanese equity investors

Six months ago, interest in Japanese stocks was at a very low level.

The credit crunch had bitten hard. Japanese companies had seen a difficult period restructuring their businesses. Today, there are signs investors are looking to re-enter the market. There have been many false dawns though. What factors are driving this interest and what headwinds do they face? Japan is a major world economy. Renewed interest from foreign investors moves the market positively. Foreign investors are increasing the weight of Japanese shares in their portfolios. The recent public offering by Mitsubishi UFJ was considerably oversubscribed. Strong demand from non-Japanese ...