Investing in Japan’s turnaround story

Global investors have generally been bearish on Japan as repetitive criticisms have emerged of an ageing population, stagnant growth and a stale corporate culture. However, Nikko Asset Management in its whitepaper titled “Unlocking Hidden Value in Japan” says global investors are more focused on the Japan of the past while missing out on the way Japan is shaping all our futures.

The asset manager acknowledges the ageing population of Japan, but notes that the issue is present in several countries. In fact, this ageing population provides first mover advantage to Japan which is innovating in the healthcare sector to care for its elderly. Additionally, Nikko AM points out that Japan is key to Asia’s growth as it acts as a bridge between the west and the east. “Asian countries depend on Japanese technology as well as shared supply chains for economic progress,” says John Vail, Nikko Asset Management’s Chief Global Strategist.

Download the full guide to investing in Japan on Nikkoam.com.