Japan in line for a long term economic recovery

Despite the recession figures announced on Monday we believe that prime minister Abe and the Bank of Japan are committed to ensuring economic recovery continues and they guide Japan back to a growth path. The strong lower house election results mean that the government has been endorsed to continue with the current policies.

Mid to longer term prospects for the Japanese equity market remain attractive. While our sector decisions are derived from our bottom up stock selection, we expect that we will continue to be overweight in companies which benefit from the longer term recovery of the domestic part of the economy.


Miyuki Kashima is head of Japanese Equity Investment at BNY Mellon

Jonathan Boyd
Editorial Director of Open Door Media Publishing Ltd, and Editor of InvestmentEurope. Jonathan has over two decades of media experience in Japan, Australia, Canada and the UK. Over the past 17 years he has been based in London writing about funds and investments. From editing the newsletter of the Swedish Chamber of Commerce in Japan in the 1990s he now focuses on Nordic markets for InvestmentEurope. Jonathan was awarded Editor of the Year at the Professional Publishers Association (PPA) Independent Publisher Awards 2017. Shortlisted for the same in 2016, he was also shortlisted in 2017 and 2015 for the broader PPA Awards category Editor of the Year (Business Media).

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