Navigating the 'significant valuation dislocation' in Japanese equities

clock • 2 min read

Faced with ongoing uncertainty and volatility, global macroeconomic commentators are in two distinct camps: one that observes symptoms of recession and another that observes signs of a global recovery.

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Asia

GIB Asset Management emerging markets manager Marcin Lewczuk to speak at Funds to Watch Asia

GIB Asset Management emerging markets manager Marcin Lewczuk to speak at Funds to Watch Asia

Introducing fresh fund ideas in Singapore and Hong Kong this March

clock 11 February 2026 • 2 min read
Reduced trade friction with US 'could reinvigorate Asia's equity markets'

Reduced trade friction with US 'could reinvigorate Asia's equity markets'

Following President Trump's tour

Michael Nelson
clock 05 November 2025 • 3 min read
Zennor AM's James Salter: Yen clearly at the wrong level

Zennor AM's James Salter: Yen clearly at the wrong level

It 'will eventually strengthen'

James Salter
clock 24 January 2025 • 4 min read
Trustpilot