Join Investment IQ for free today
Sign up for free and get access to thousands of financial insights and articles curated by our expert team
- Signup once to gain access
- Completely free membership
- Carefully curated content
- Browse thousands of articles
- Search content easily
- Friction-free access
Which Japanese stocks are undervalued?
- Investment Management
If [the trend of reinvestment and expansion activity] happens, the outlook for growth in Japan is more sustainable,” says Morningstar. Instead of capitalising on the domestic consumption story, the firm says to focus on the laggards this year, such as the export-oriented company stocks. “Factory automation is sensitive to capital spending activities globally and that includes China. If the outlook of the industrial side improves, there are some really good names there that we like,” says Morningstar. “Those are high-quality companies and very moat-y companies that we think have lagged. That's...