Why Japan's labour shortage could lead to M&A

'Markets should like this'

Population decline in Japan is one of the most frequently discussed reasons not to invest in Japanese equities.

While the potential negative impact definitely needs to be considered for long-term investment, investors also need to think through how Japan will react to the issue and its impact on financial markets. We believe Japan will try to solve the issue in its own way, which will improve corporate earnings. Immigration is not the only answer. Kames' Peden boosts Japan exposure on global income fund The unemployment rate in Japan is currently 2.8%, the lowest figure since 1994 and the lowest among developed economies. Wages are increasing not just for labour-intensive businesses but ...