Insights for professional investors
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Insights for professional investors
22. November 2023
Japanese equities have performed better than global equities this year. And while deflation has dampened the Japanese economy and stock market for over three decades, inflation could breathe new life into the market. We spoke to Dan Carter, Investment Manager within the Japanese Equities team at Jupiter Asset Management, about where equity investors can now find underestimated opportunities in Japan, the role of inflation and the monetary policy of the Bank of Japan.
