Is it time to move overweight Japan?

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...