EWJV - Is Japan At An Inflection Point?
2024-01-27 01:02:00 ET
Summary
- Long regarded as an undervalued and overlooked market, Japan has been undergoing a profound transformation.
- Japanese investors historically have been some of the most risk-averse in the world.
- When you think about a global portfolio allocating to Japan, they really benefit from the resilience of low correlation driven by the macroeconomic policies, the economic environment, as well as the diversification of the index.
Episode Description:
Long regarded as an undervalued and overlooked market, Japan has been undergoing a profound transformation. The renewed interest in this market stems from a variety of factors - including revamped investor sentiment, evolving macroeconomic conditions and compelling corporate reforms. Will Japan be able to live up to its potential and redefine its role on the global investment stage?
Belinda Boa, Head of Active Investments for Asia Pacific at BlackRock, joins Oscar to examine the prospects, challenges, and potential opportunities that may define Japan's future in the global investment sphere....
Is Japan At An Inflection Point?