Equities Market Perspective: Time to look at opportunities in Japanese equities?


Japanese equities are offering exposure to a combination of strong earnings growth, a favourable policy-mix, plenty of support from domestic growth drivers and an accommodative central bank. In this month’s update, Ritu Vohora, Investment Director looks at why the case for Japan is the strongest it has been in many years.

Ritu also provides a review of market trends in August as global equities continue to strengthen despite a more volatile geopolitical backdrop. Emerging markets and Asia-Pacific ex Japan were once again the best performing regions, while the UK lagged. In sectors, defensives benefited from the move towards lower bond yields, as central banks slowed down the process towards tighter monetary policy.

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