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Strong growth and Abenomics mean Japanese equities continue to provide opportunities

Momentum in the Japanese economy remains strong Japanese growth momentum is at its strongest in over a decade, with the quarterly Tankan survey of business conditions and sentiment strengthening to an 11 – year high in Q4 2017. The economy may have expanded by 1.8% in 2017, up from 0.9% in the previous year. In 2018, the growth rate may moderate slightly to 1.3%, but should remain well above Japan’s potential growth,...

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Strong growth and Abenomics mean Japanese equities continue to provide opportunities

Pictet Wealth Management’s view on prospects for Japanese growth, for the yen, and for Japanese bonds and equities.Japanese growth momentum is at its strongest in over a decade, with the quarterly Tankan survey of business conditions and sentiment strengthening to an 11-year high in Q4 2017. The Japanese economy may have expanded by 1.8% in 2017, up from 0.9% in 2016. In 2018, the growth rate may moderate slightly to 1.3%, but should remain well above Japan’s long-term potential. Inflation...

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