Japanese stocks had a strong performance in 2024 with positive outlook for 2025.
From Financial Modeling Prep: 2025-01-07 06:11:07
- In 2024, Japanese equities saw record gains due to policy shifts and corporate reforms, setting the stage for continued positive momentum in 2025.
- Bernstein analysts highlight the "4Rs" driving the bull cycle: Reform, Restructuring, Reflation, and Reshoring, supporting the optimistic outlook for Japanese equities.
- Sectors with domestic exposure like healthcare, consumer goods, and financials are expected to perform well, while headwinds are anticipated in food retail, transportation, and utilities.
- Global investors are underweight in Japanese equities, creating opportunities for increased inflows, especially in domestically-oriented stocks amidst U.S.-China trade tensions.
- While domestic sectors are favored, exporters in industries like electronics and automobiles offer long-term growth potential, according to Bernstein analysts.
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