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Turning Japanese

By Yiannis G. Mostrous on Jul. 6, 2013

The recent correction in the Nikkei 225 Stock Average represents a welcome breather after the furious rally that began in November 2012. Investor sentiment remains bullish, by and large. We expect Japan’s equity market to perform well as long as the government's 10-year bonds move higher in anticipation of strong GDP growth. Investors looking to add exposure to this story should focus on sectors that will benefit from the government’s current economic initiatives.