INSIGHTS & STRATEGIES

WisdomTree Blog

World’s Deepest Value Play with Growing Capital Returns
Many see Japan as a value trap. But if you’re looking for one of the world’s most depressed valuations with stocks positioned for a better global growth environment, we believe there are currently few places with multiples as attractive as Japan, says Jeremy Schwartz.
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Personality, Progress and Promise in Japanese Leadership

Prime Minister Shinzo Abe’s Japan is a forward-looking, pragmatic bastion of stability in an increasingly uncertain world. The recent cabinet reshuffle cements the unique position that Japanese politics and policymaking occupies relative to most other democratically elected governments.

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Japan After the Election — Focus on Economy, Not Constitution

Japanese Prime Minister Shinzō Abe and his ruling coalition won a very comfortable majority, but fell short of gaining the two-thirds supermajority required for fast-track constitutional reform in Sunday’s Upper House election. Jesper Koll outlines the key signposts and challenges immediately ahead for Japan.

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Japan GDP Signals a Healthy Economy

Japan’s gross domestic product report from last week was stronger than expected, up 2.1% quarter over quarter and annualized, against expectations for a small decline. Jesper Koll discusses the Japan equity investment implications amid the macroeconomic and political environments.

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U.S.-Japan Trade Deal Could Trigger a Rally

President Trump’s upcoming visit to Japan at the end of the month is very likely to bring a successful resolution of a U.S.-Japan bilateral trade agreement. If we get similar positive news from the U.S.-China trade front, Japan in general and exporters in particular are likely to outperform. Jesper Koll elaborates.

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The Unexpected Opportunity for 2019: Japan

With Japan so far out of favor among investors, is it a contrarian opportunity, or are we continuing to be fooled by the false allure of Japan’s potential?

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