Is it time to move overweight Japan?



Depressed valuations and the potential for more aggressive policy could mean now is the time to reconsider your Japan allocation. But will longstanding headwinds prevail? Maria Merricks reports.

A nation mired by poor demographics, inherent governmental problems and a high level of debt, it is no secret Japan has struggled with a bleak economic backdrop for the best part of two decades. Throughout that time, investors have constantly tried to call the bottom of the market and – once again – noise is mounting as to whether now is the time to consider moving overweight the region. The obvious question, however, is: why is today any different? Indeed, the land of the rising sun has fallen foul to a number of negative headlines lately. While the highly correlated market’s moment...

To continue reading this article...

Join Investment Week

  • 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


More on Asia

Daryl Liew, CIO at REYL Singapore.

REYL's Liew eyes return to overweight positions in Asian quality growth names

'It's a question of timing'

clock 28 June 2022 • 3 min read
Amazon shares are down 40% from its peak

Growth stock pickers feel like 'a kid in a candy shop'

'It is time to go shopping'

clock 22 June 2022 • 4 min read
Ian Hargreaves is a manager on the Invesco Asia trust

Invesco Asia trust puts cash to work in China

Acknowledges challenges of country

Kathleen Gallagher
clock 22 June 2022 • 3 min read