Japanese Equities: Has the Third Arrow Fallen Short?

Katsuaki Ogata (pictured) and Takuji Oya Japanese prime minister Shinzo Abe’s latest blueprint for sustained long-term economic growth was met with quite a bit of skepticism. It’s easy to play down the so-called Third Arrow as an assortment of cryptic reform measures. But we believe that there’s some substance that warrants equity investors’ attention.

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Can Japanese Stocks Defy Sluggish Exports?

As Japanese equities struggle to make headway this year after an explosive 2013, new questions are being asked about the economy’s direction. From an investor’s perspective, we think the sluggish export trend may be masking a more positive environment for stocks.

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Why Japanese Equities?

At today’s valuations, we believe that Japanese equities offer an exceptional investment opportunity.

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