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Investing Topics: Japan

Betting on Japan

By Yiannis G. Mostrous on Nov. 13, 2014
Next year, we’ll find out whether Prime Minister Shinzo Abe’s “three arrows”—fiscal stimulus, monetary easing and structural reforms—will hit their target, stimulating Japan’s ailing economy and pulling the country out of stagflation.

Japan 2014: Follow the Arrows to Japan’s Deliverance

By Yiannis G. Mostrous on Dec. 31, 2013

Investors looking to profit from the changes under way in Japan’s economy should focus on the beneficiaries of Prime Minister Shinzo Abe’s “three arrows” of fiscal stimulus, monetary easing and structural changes to the labor market and economy. Our favorites: real estate, financial stocks and drugstores.

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.

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