Thursday, June 8, 2023 10:00 AM in London
For decades, Japan has been derided as a value trap for investors. Now, things are changing. Inflation is back, and this time it’s bedding down. Wages are rising. And the Bank of Japan is preparing to back away from its ultra-easy monetary policies. What is more, long-running policy efforts to strengthen corporate governance are beginning to unlock value for investors in the Japanese stock market, and with the Japanese yen still deeply undervalued, there is the prospect of sizable currency appreciation. In Gavekal’s upcoming seminar, Udith Sikand will outline Japan’s unique value proposition for investors.
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