Disclosure – Non-substantive Research
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour.
Growth has outperformed value in Japan this year, as it has for quite some time. However, there are distinctive qualities to growth and value in Japan which mean they offer something different to a portfolio. In particular, value investing in Japan offers a potentially more exciting opportunity set with a catalyst for recovery that doesn’t rely on a global shift of interest rate regime or economic environment. We discuss why value could be a more interesting strategy in Japan than the rest of the world given the specific political, cultural and economic trends supporting it which don’t exist elsewhere…
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