Comgest's Kaye: Should you bet on Japan's tortoise or America's hare?

Going long will pay off for investors

clock • 5 min read

In recent years Japan's Nikkei 500 index, the less famous sibling to the Nikkei 225, not only hit a record high but consistently outperformed the S&P 500.

Indeed, many Japanese stocks have been quietly outperforming US and other global counterparts for years, and with political tensions and Covid-19 convulsing the globe, Japan seems like a rare island of stability in comparison. Yet foreign investors have overlooked the Japanese market for around 20 years. The tide is now turning, however, with even Warren Buffett taking his first steps in the land of the rising sun. IW Long Reads: Reigniting Japan's economic recovery of Olympic proportions While the US stockmarket tends to generate the big stories, and is often considered a difficul...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Asia

This new index features a less heavy financial skew, instead aiming for a greater balance, with a higher allocation towards healthcare and new energy companies.

China unveils new blue-chip index in bid to boost investment in Beijing listings

CSI A50 index

Eve Maddock-Jones
clock 05 January 2024 • 1 min read
Peter Tasker (pictured), co-founder and strategist at Arcus Investment

Arcus Investment's co-founder: Japanese renaissance

2024 Japan outlook

Peter Tasker
clock 22 December 2023 • 4 min read
Partner Insight: Will hostile takeovers boost Japan's appeal in 2024?

Partner Insight: Will hostile takeovers boost Japan's appeal in 2024?

Shifting mindset around corporates structures is helping Japan to rally; but for how long? Watch our latest series, Investment, Talks: Japan

Hardeep Tawakley
clock 23 November 2023 • 1 min read
Trustpilot