Japanese equities in US dollar terms matched the MSCI World index from the 2012 inception of Abenomics through to last June, but since then have greatly faltered along with 12-month forward index EPS estimates.
The latter, however, has been trending up again in recent weeks. Overseas investors were massive sellers last year and so far this year too, leaving them quite underweight and vulnerable to positive surprises....
Capacity awareness and position sizing vital
Follows Morningstar rating suspension
Woodford Equity Income fallen in value by 5%
Countdown to 31 October
Caught in crossfire following Equity Income fund suspension