1. There appears to be renewed enthusiasm regarding the attractiveness of the Japanese market. What factors are driving this interest?
Japan's new Prime Minister, Shinzo Abe, favors a monetary policy that includes stimulus actions that are similar to those initiated by the U.S. Federal Reserve and the European Central Bank. The Bank of Japan, Japan's Central Bank, is predicted to inject more liquidity into the Japanese economy within the next few months. These actions will likely result in a weaker yen, which could make Japanese goods less expensive to Japan's trading partners. The expectation of these actions has already led to a weakening of the yen. Continue Reading »