Japan market reaches turning point buoyed by broader Asian growth

S&P SECTOR WATCH: JAPAN

Investment in Japan has fallen to 9% of MSCI World index, from 45% in 1980

Investors in Japan have been scarred over the last two decades as a result of the fall of stock markets in both absolute terms and in relative terms to other equity markets. Japan once represented over 45% of the MSCI World index in 1980, but today represents just 9%. However, this looks set to change. With Japan benefitting from exports to fast-growing Asian economies as well as attempting to change its internal demographic problems through tax breaks for children, wider stock market views are becoming more positive. Testament to this is the analysis of the exposure that global equity f...