From Morningstar: 2024-04-04 04:33:00

Japan has raised interest rates for the first time in 17 years, causing the yen to fall. Despite the market reaction, Senior Investment Manager Sam Perry believes in the sustainable nature of Japan’s inflation and potential for a significant investment cycle with strong industrial base and technology leaders. Interest in Japan is high, but inflows have not matched due to focus on U.S. market and reluctance to invest, leaving room for active investment with potential market upside.



Read more at Morningstar: ‘Japan’s Huge Investment Cycle Has Just Begun’