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Why Japanese equities are attractive now

Japanese equities have once again captured the attention of international investors. But what is driving this renewed interest in the market? To explore this, we spoke with Max Godwin, portfolio manager in the Japan Equity focus team at Eastspring Investments. He elaborates on why Eastspring is bullish on the reflation story and discusses the performance of Japanese equities in the current market environment. Godwin also highlights the main challenges and opportunities within the Japanese equities market and shares his perspective on the ongoing debate between value and growth investing.

 

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