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Investing in Japanese equities – Why now?

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  • Market Commentary

Over the last couple of months, we have repeatedly seen an increasing cluster of Japanese stocks qualifying within our systematic and holistic investment process. Given the large number of attractive stocks, we took this for a reason to investigate this trend and analyze the Japanese market as a whole before settling any investment decisions. In order to do this, we will focus on the market in general, explain our main drivers during investment decisions and take a closer look at the foundation of value investing, valuation parameters and fundamental ratios within the Japanese equity market.

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Goran Vasiljevic

Managing Director (CEO, CIO)

 

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