Henderson Investors is overweight Japanese equities amid expectations the domestic economy will cont...
Henderson Investors is overweight Japanese equities amid expectations the domestic economy will continue to improve. Overall, the group has moved underweight equities in general, believing many of the main world stock markets to be overvalued, with Japan making up its only overweight equity market position. European equities are overvalued in the short term and US stocks are too highly price especially amid a background where domestic interest rates are set to rise, says Rupert Thompson, director, equity strategy at Henderson Investors. "Our position in Japan reflects the fact that valu...
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