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Japan is not a zombie market


Money Marketing carries this piece from Stuart Fowler on why Japan should be a large part of a UK client’s equity exposure.

Awakening the Zombie

The headline writer obviously makes the same assumption most investors do that Japan has been a zombie for a long time. As the article points out, Japan has actually been fully competitive in sterling terms with other markets in the last decade and particularly useful in the credit-crisis bear market. What counts is valuation, not economics.

At today’s low valuation Japan should be as useful as other major markets, but has the potential to be the best.

#assetallocation #diversifaction #equities #japan

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