YATRF - 'Japanification' Hides Opportunities In Japan's Stock Market

• Historically, Japanification coupled with weak corporate governance has pushed away investors from engaging in Japan’s stock markets.
• But corporate reforms over the last 8 years and partial success by both domestic and foreign activist investors show that the corporate environment in Japan is changing for the better.
• Many Japanese companies are becoming much more focused on shareholders’ returns and improving profitability that will drive future stock returns.
• There are still many companies that can be subject to investor activism for one or the other reason going forward.
• While investing in ETFs is an easy option, doing your own work, if possible, to uncover such companies presents a unique and attractive investment opportunity.

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