The Investor’s Guide to Asia: Japan is back. But is this time different?

 

Two months of global volatility have halted a bullish run for Tokyo stock markets. But after decades marked by deflation, weak nominal growth, and relatively poor corporate profitability, Japan’s investment landscape has changed. In this episode of the podcast, Amit Moudgil asks portfolio managers Min Zeng and George Efstathopoulos, with help from economist Peiqian Liu, to dig through the forces behind that change and where they see opportunities for investors from here.