Beyond Bulls & Bears

Japanese equities—A force awakens
Equity

Japanese equities—A force awakens

From inflationary tailwinds for earnings growth to corporate reforms that unlock shareholder value, multiple regime shifts are underway to restore the appeal of the Japanese equity market, according to the Templeton Global Equity Group team.

Japanese stocks—In the land of rising dynamism
Equity

Japanese stocks—In the land of rising dynamism

Mutual Series’ Christian Correa and Mandana Hormozi believe the Japanese equity market is finally benefiting from reforms, inflation, and efforts to push companies to focus on growth and improve their valuations.

One small step forward—one giant leap away from deflation in Japan
Equity

One small step forward—one giant leap away from deflation in Japan

Templeton Global Equity Group weighs in on inflation’s emergence in Japan, recent monetary policy shifts, and the implications for investors.