Japan’s growth progress hidden behind geopolitical headlines

The Japanese equity market has faced challenges caused by the conflict in the Middle East, as investors take profits following a strong start to the year. Japan is not alone, with market sentiment weakening and any good news overshadowed by geopolitical headlines. Reforms and the political backdrop of the country offer a solid foundation for the country’s medium-term investment outlook. Japan’s state-led growth strategy focuses on specific areas, assigning 61 products and technologies for public-private investment. These were specifically selected in a bid to strengthen national resilience and...