In today’s briefing:
- Improved Governance Tends to Raise Reason to Buy Japanese Stocks when Corporate Profit Is Lackluster
Improved Governance Tends to Raise Reason to Buy Japanese Stocks when Corporate Profit Is Lackluster
- Overseas investors have sold off heavily in Japanese equities since July, and it’ll interesting to see the trading trends in January, which will reflect their asset allocation for the year.
- Overseas investors buy Japanese equities when they expect the management of Japanese companies to change and improve their profitability and growth potential.
- Benchmark investors who have reduced their investment weighting in Japanese equities may return to their investment weighting if they expect a relative improvement in Japanese equity investment performance in 3Q.
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