Can a weakening yen continue to bolster Japanese equity markets? Brian Manby outlines why the answer may be yes, if historical relationships remain intact.  

After a bold move from ¥103 per dollar to ¥138 in less than two years, the Japanese yen suddenly finds itself at a weakness level not seen since 1998. Jeff Weniger discusses the currency’s moves and what it means for investors.

With full-scale lockdowns seemingly a thing of the past (pending what we learn of Omicron), supply chains set to normalize in the year(s) to come and the anticipation of new fiscal stimulus pumping its way through the economy, we believe Japan offers a compelling investment opportunity in an environment of elevated valuations globally.

As inflation remains top of mind, Jeff Weniger turns to look at Japan as the yen continues to weaken against the U.S. dollar.