"The Nikkei 225 is up 15.60% year to date, and the broader TOPIX has gained 8.47%, driven by corporate governance reforms that have been years in the making, a weak yen expanding export for Japan's industrial giants, and a domestic economy showing sustained reflation after three decades of stagnation."
"JPMorgan projects double-digit earnings growth for international equities in 2026 and notes that foreign stocks are trading at roughly a 32% discount to U.S. valuations, a gap that historically does not persist indefinitely."
"The iShares MSCI Japan ETF is the most direct expression of the Japan thesis. It holds 186 companies, manages $20.73 billion in assets, charges 0.49%, and yields 4.17% paid semi-annually."
Japan's equity markets have shown remarkable performance in early 2026, with the Nikkei 225 up 15.60% and the TOPIX gaining 8.47%. This growth is attributed to long-term corporate governance reforms, a weak yen boosting exports, and a domestic economy recovering from stagnation. JPMorgan forecasts double-digit earnings growth for international equities, highlighting a 32% valuation discount compared to U.S. stocks. Vanguard has adjusted its international equity return expectations positively, with Japan being a focal point for investment through various funds, including the iShares MSCI Japan ETF.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]