Investing in Japan: Is it still an opportunity?

What might be required for a continued stock market gain. 

Key takeaways

• Japan is off to a strong start in 2024 after becoming the surprise international investing story in 2023, driven by technical factors and improving economic and corporate fundamentals.
• The market has since drawn more interest from professional investors even as stocks have become more expensive, influenced partly by corporate governance and shareholder remuneration efforts. 
• Continued gains may need to be supported by price and wage increases that could help close the door on a decades-long run of deflation. 
• Active managers may be in position to find the best opportunities in the country.

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