Is it time to move overweight Japan?

JAPAN

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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...

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