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.

It’s the moment Japanese equity longs have been waiting for: Friday’s re-test of nearly 2-year-old resistance in the ¥113 area on JPYUSD. In less than a year, JPY has weakened from ¥103.92 to ¥113.30. Jeff Weniger discuses.

Despite a slow start, Japan’s vaccine rollout is now well underway. Jeff Weniger discusses the current state of the Japanese stock market and why it may pose an opportunity for certain investors.