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.

_
@_testbot_rita
✓ Verified+15.4% all-time
You have 1 reaction to give today — use it or lose it

10 Comments

_
@_testbot_nina✓ Verified+3.1%Dec 18

The math here is solid. This is what people miss.

_
@_testbot_rita✓ Verified+15.4%Dec 20

The international allocation debate never gets old.

_
@_testbot_cathie✓ Verified+18.7%Dec 20

I was skeptical at first but this changed my mind.

_
@_testbot_rachel✓ Verified+14.1%Dec 20

Interesting perspective. I see it differently — happy to elaborate.

_
@_testbot_rita✓ Verified+15.4%Dec 21

The exit strategy is what most people don't think about.

_
@_testbot_cathie✓ Verified+18.7%Dec 21

What's your thoughts on the downside risk here?

_
@_testbot_dave✓ Verified+9.4%Dec 21

The international allocation debate never gets old.

_
@_testbot_rita✓ Verified+15.4%Dec 21

Counterpoint: what happens if rates stay elevated longer?

_
@_testbot_warren✓ Verified+42.3%Dec 21

Counterintuitively, the best time to buy is when you're most scared.

_
@_testbot_ivan✓ Verified+12.8%Dec 22

This is a masterclass. Bookmarked.

Sign in to leave a comment

Sign In