Japan’s equity market looks extremely cheap, with many of its stocks currently worth less than the businesses they represent. Could this be about to change?
Japan appears to have broken free from three decades of deflation, and many Japanese companies are enjoying a resurgence. International investors have taken note and are returning to Japanese equities in significant numbers.
Join Guy Monson to explore the powerful investment themes behind some of Japan’s most innovative companies, including:
- Robotics and automation
- Healthcare for an ageing population
- Electrification, smart buildings and autos