Japan equity strategy: 2025 outlook By Investing.com
Investing.com– Japanese stocks clocked a positive 2024, with the Nikkei benchmark hitting a series of record highs as the Bank of Japan began normalizing policy and private consumption began picking up from years of stagnation.
Sweeping corporate reforms also drew foreign capital into Japan, as more companies began offering stronger shareholder returns amid robust earnings.
Bernstein analysts said that 2025 was also likely to be constructive for Japanese stocks, with domestically-oriented sectors likely to serve as some of the best exposure to Asia amid heightened trade tensions under U.S. President-elect Donald Trump.
Global investor positioning in Japan also remains relatively light, opening the door for more potential gains.
