Through the Kaleidoscope: A Look at the Multifaceted Global Economy
Betting on Japan
Elliott Gue’s Capitalist Times Radio – Episode 3
Japan: The Big Bet
Japan: Inflated Expectations
Japan’s stock market trades at a favorable valuation and stands to benefit from the government’s efforts to drive inflation. Here are our favorite picks for growth investors.
Japan 2014: Follow the Arrows to Japan’s Deliverance
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
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.