View all WisdomTree insights in the Japan category.
Japan’s shift from decades of deflation toward sustained reflation is accelerating corporate governance reform, driving record buybacks, cross-shareholding unwinds and shareholder activism that create fertile ground for strategies like the WisdomTree Japan Opportunities Fund (OPPJ) focused on capital discipline and earnings improvement.
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Japan trades at a significantly higher equity risk premium than the S&P 500. Christopher Gannatti argues this gap, combined with rising earnings and governance reforms, signals a structural opportunity rather than a short-term trade.
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Currency markets are being reshaped by diverging global policy paths, creating new, actionable opportunities for investors. Christopher Gannatti and Samuel Rines argue that currency should be treated as an active lever, using dynamic hedging across regions like Japan, Europe and commodity-linked markets to capture shifting macro advantages.
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The Supreme Court’s decision to strike down IEEPA tariffs removes a key earnings overhang that had been pressuring global equities. Samuel Rines and Christopher Gannatti analyze why this shift supports corporate margins, strengthens the case for international exposure and could reshape regional market leadership.
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Japan is reemerging as a global equity opportunity, supported by attractive valuations, improving domestic momentum, and structural tailwinds from reform, AI and defense spending. Jeremy Schwartz outlines why Japan can serve as both a return opportunity and a portfolio diversifier at a time when U.S. equities look increasingly expensive.
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Japan’s bond yields are climbing and politics are heating up, but the country’s fiscal picture is quietly improving. Jeremy Schwartz and Behnood Noei explain why rising nominal growth, a strengthening budget balance and attractive equities make Japan a potential standout in global markets.
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The Japanese yen ended 2025 nearly flat, but the WisdomTree Japan Hedged Equity Fund (DXJ) outperformed its unhedged counterpart by more than 400 basis points. Hyun Kang explains how currency hedging and interest rate differentials combined to drive this unexpected outperformance and makes the case for viewing the Fund as a long-term strategic allocation.
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Japan’s equity market has quietly outperformed the S&P 500 over one-, three- and five-year periods, yet it still trades at a deep valuation discount. Chris Gannatti explains how reframing investment narratives can uncover overlooked opportunities like the WisdomTree Japan Hedged Equity Fund, which captures Japan’s corporate renaissance while neutralizing currency risk.
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The WisdomTree Japan Hedged Equity Fund has outpaced the S&P 500 across multiple time frames. Chris Gannatti makes the case for a performance-driven shift in Japanese equities, powered by corporate reform, buybacks and a weakening yen.
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Long viewed as a value trap, Japan is emerging as one of the most compelling global equity stories. With corporate reforms accelerating, valuations looking attractive and earnings momentum building, the country is evolving into a model of efficiency and shareholder discipline. Chris Gannatti examines how Japan’s transformation is reshaping its role in global portfolios—turning reform into real investment leadership.
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Japan’s shareholder yield is nearing 4%, a level not seen since the global financial crisis. Christopher Gannatti explains why strong fundamentals and Buffett-backed trading houses are putting Japan back on the map for global investors.
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Japan’s market strength is grabbing headlines, but it’s the fundamentals that tell the real story. Hyun Kang explains how WisdomTree’s Japan Dividend Indexes were rebalanced to sharpen dividend focus, improve valuations and align with pro-growth tailwinds.
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