This week, macro analyst Sebastian Svensson Bromert provides us with an analysis of the Japanese equity market. The analysis features macro, exploring mainly the currency and the political aspects. Market and sector valuations are complemented with technical analysis by analyst Erik Bjärum.

Key drivers in this case:

  • Anticipated dollar strength
  • Dovish BOJ
  • Abenomics paying off
  • Better corporate governance
  • Focus on ROE
  • Higher dividend
  • Low price-to-book ratio
  • Comparatively low sector valuation

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Japanese-equities (1)