- 21 July 2026
The new Fed chair is questioning Core PCE as the primary inflation measure.
Japan's growth progress hidden behind geopolitical headlines
- PROFESSIONAL INVESTORS
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- 09.04.26
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 innovation-led economic growth, but how were they chosen? Which themes stand out for equity investors? And amid the current uncertainty, how is the government encouraging companies to use their excess cash?
Read more about Japan's backdrop and investment foundations, as geopolitical headlines hide progress.
