The Japanese economy has rebounded from pandemic disruptions, facilitated by emerging inflation that allows the Bank of Japan to raise interest rates after nearly two decades.
Despite strong corporate earnings and government-led changes enhancing investor appeal, Japan's political turmoil from recent elections casts uncertainty on future economic policies.
The Nikkei 225 index has soared nearly 50% since the start of 2023, indicating significant investor confidence amid stable conditions, which now face challenges.
Jesper Koll highlights the importance of a stable macro environment for attracting investors, suggesting that the recent political shifts undermine this key factor.
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