The evolving factors forging opportunities in Japan

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  • 06 mins 48 secs

Learning: Unstructured

Chris Smith explains how Japan’s post-COVID reopening last October has already had a positive impact on the markets, and how the downgrade in the virus’s classification in May will likely add to this. With a new Bank of Japan governor to begin in April, Chris also discusses yield curve control policy; the types of value stocks that the team look for as well as how corporate governance reform, along with domestic reopening, could act as tailwinds for Japanese equities in 2023.
Channel: Polar Capital
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