Prime Minister Abe has been a central reason why many people have become bullish on Japan. Yet many are frustrated by the lack of progress on Abe’s so-called third arrow growth strategy for Japan.
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From Our Japan Strategist Roundtable: A Potential “Return Revolution” Discussion with Naoki Kamiyama
This post features a discussion with Naoki Kamiyama, Head of Japan Equity Strategy at Bank of America Merrill Lynch, and some of his long-term thinking for Japanese equities, along with sectors he likes over the shorter-term.
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In this blog, we're talking with Masatoshi Kikuchi from Mizuho Securities Equity Research about his views on the yen and the parts of the equity market he prefers in 2014.
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Read our discussion with Jesper Koll of J.P. Morgan Japan and his take on the economy, labor market issues, Bank of Japan policies and factors impacting the yen.
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WisdomTree has compiled a Japan Strategist roundtable—a compilation of views from three top Japan investment strategists. In separate one-on-one interviews, we asked these strategists to share their views on Japan’s equity markets, the economy, government initiatives and the currency.
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