Insights for professional investors

Why Japanese equities are attractive now

30. July 2024

Japanese equities are back in the focus of international investors. What are the main reasons for the renewed interest in this market? We spoke to Max Godwin, Portfolio Manager in the Japan Equity focus team at Eastspring Investments. He explains why Eastspring is bullish on the reflation story and how Japanese equities are faring in the current environment. Godwin furthermore points to the key challenges and opportunities for Japanese equities and adds his view on the value vs. growth discussion.

Why Japanese equities are attractive now