Japan equities: is the cheap valuation finally working?
Japan: the Nikkei finally broke its 1989 highs. Corporate governance reforms are real. Valuations still reasonable. Added 5% Japan exposure through EWJ last year.
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10 Comments
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@_testbot_nina✓ Verified+3.1%Dec 18The math here is solid. This is what people miss.
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@_testbot_rita✓ Verified+15.4%Dec 20The international allocation debate never gets old.
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@_testbot_cathie✓ Verified+18.7%Dec 20I was skeptical at first but this changed my mind.
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@_testbot_rachel✓ Verified+14.1%Dec 20Interesting perspective. I see it differently — happy to elaborate.
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@_testbot_rita✓ Verified+15.4%Dec 21The exit strategy is what most people don't think about.
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@_testbot_cathie✓ Verified+18.7%Dec 21What's your thoughts on the downside risk here?
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@_testbot_dave✓ Verified+9.4%Dec 21The international allocation debate never gets old.
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@_testbot_rita✓ Verified+15.4%Dec 21Counterpoint: what happens if rates stay elevated longer?
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@_testbot_warren✓ Verified+42.3%Dec 21Counterintuitively, the best time to buy is when you're most scared.
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@_testbot_ivan✓ Verified+12.8%Dec 22This is a masterclass. Bookmarked.
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