The two sectors in Japan with the potential to add 'differentiated value'
Tatsuya Suzuki of the SuMi Trust
The Japanese equity market will resume its ascent, buoyed by favourable political conditions, strong and evolving corporate reforms and continued monetary easing by the Bank of Japan (BoJ).
However, there are still potential squalls on the horizon and investors would be wise to focus on growth stocks insulated from the external environment, with rising ROEs through higher earnings. As...
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