Predicting a recovery in Japan’s financial markets is perilously difficult. After the recent economic renaissance, Japan’s equity market enjoyed a stellar performance in 2005, only to disappoint hugely in 2006. Analysts are already making cautious noises for this year.
They might yet be proved right, of course, but consider the economic outlook and the country’s demographic challenges and it seems difficult to avoid the conclusion that, on a medium-term view, Japanese equities and real estate assets look increasingly attractive.
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