Japan: What is the Outlook for 2018?
Our experts Guillaume Duchesne and Roger Keller explain how Japanese equities are driven by economic growth, monetary policy, company earnings, valuation metrics and an underexposure of investors.
2017 was a very fruitful year for Japanese equities. We think they will remain attractive in 2018. Here we answer a few client questions about the Japanese equities market.
In conclusion, we remain positive on Japan equities because we believe that this market will benefit from a favourable cyclical environment over the next few quarters.