In the latest issue of Investment Week, Pablo Urreta, Senior Partner & Head of Research, discusses his thoughts on whether or not Japanese equities should be an overweight in portfolios, commenting:
'We are unable to predict what trends and macro forces will drive stock prices in 2017. However, in our view the strong macro headwinds which impacted Japanese equity markets in 2016 created an environment in which markets may again become focused on the fundamental value of individual stocks...broad-based arguments, including cheap valuations, which suggest Japan equities should be overweight in a portfolio.'
The full article can be read here: Should Japanese equities be an overweight in portfolios
The article can also be read on the investment Week website here.