Why equity investors are rediscovering Japan
Most global investors remain unappreciative and under-allocated when it comes to Japanese stocks. But this risks missing out on the quiet but steady transformation that’s unfolding in Japan amid striking improvements in corporate earnings yields and capital returns.
Originally published in May 2023 by Fidelity International
Highlights
- Follow the money
- A new era of reform?
- Macro challenges, innovative solutions
- Under-owned for how long?
