2024 2H Japanese Equities Outlook
As we move through 2024, Senior Strategist Hirofumi Kasai's Mid-Year Outlook examines recent structural changes in the Japanese economy and their impact on future equity markets.
As we move through 2024, Senior Strategist Hirofumi Kasai's Mid-Year Outlook examines recent structural changes in the Japanese economy and their impact on future equity markets.
While 2023 was a turning point for Japan’s economy and stock market, we expect further progress in 2024.
2022 saw indices fall worldwide, despite moderate global growth, but Japan looks attractive in the year ahead even against a widely expected global slowdown.
We expect Japan’s equity market to play catch-up this year and make up lost ground relative to other developed markets.