Structural underweight to Japan 'a thing of the past'
Attractive valuations, economic revival and a drive to improve corporate earnings and return on equity will see asset owners go back to Japanese equities, says Chris Sunderland of Eaton Vance.
The impact of Abenomics and a domestic drive to improve corporate earnings and return on equity will lead institutional investors worldwide to lower their structural underweight on Japanese equities, forecast Chris Sunderland of Eaton Vance.
Speaking at AsianInvestor’s fourth annual Institutional Investment Forum in Tokyo earlier this month, portfolio manager Sunderland said: “It is interesting that pension funds [in Japan] are now playing what is the activist role we see a lot in…
Please sign in or register
for free access to 1 article per month from AsianInvestor’s content and archives of over 16,000 articles.
¬ Haymarket Media Limited. All rights reserved.