2012: A year in Japan

2012: A year in Japan

Shogo Maeda, Head of Japanese Equities, looks ahead into 2012

• The market is trading at a multi-decade low, and valuations look more than attractive, short-term economic dynamics are improving and public investments are flourishing
• In addition, supply chains are improving and enhancements from production and public expenditure will provide a stimulus for 2012
• However, concerns over the macro environment such as the yen, politics, nuclear power and the global economy remain
• Nevertheless, as we say goodbye to a traumatic year for Japan, we look forward to taking advantage of the attractive valuations in 2012.

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