DFJ - Japan Remains A Key Theme For Global Investors
2024-07-18 09:45:00 ET
Summary
- In June, Neuberger Berman’s Japanese equities team visited over 70 clients across 30 cities in Europe and North America to discuss Japan’s long-term investment opportunities.
- Japan’s transformation is still in the early innings and, in our view, is an attractive opportunity to create value for investors in Japanese equities over the mid to long term.
- While many of our clients were pleasantly surprised at the pace of the country’s corporate reforms, some shared concern over recent weakness in the yen which, in our view, has been driven by interest rate differentials between Japan and leading economies.
By Kei Okamura
Neuberger Berman’s Japanese equities team met with more than 70 clients across 30 cities to share our views on potential opportunities in the Land of the Rising Sun. ...
Japan Remains A Key Theme For Global Investors