Japan’s Market Awakening: New Dawn for Investors

Thursday, March 28, 2024

Ativo Capital, a global equity manager focused on investing in undervalued, high-quality companies, identifies Japan as a potentially generational investment opportunity. This perspective stems from Japan’s departure from a prolonged deflationary period, wage growth, and positive shifts in monetary policy. Despite historical underperformance, factors such as increased shareholder value initiatives, technological advancements, and favorable government policies signal a turning point. This note delves into the historical context, bullish factors, and potential risks, concluding with actionable insights for long-term investors

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