Katie Sykes’ Post

Is now the time to invest in Japan? Robust market performance in 2023 has put the spotlight on Japan as an area of interest and with the economy expected to continue moderate expansion throughout 2024, Japan's revival looks like it's here to stay.  Japan's resurgence as an investment destination of choice offers renewed scope for investors and our panel of experts next Tuesday will debate the backdrop and investment opportunities.  Register here & power your client conversations: https://lnkd.in/egT-GEdS #investmentinjapan #investmentopportunities #portfolioconstruction #investmentmanagement #bailliegifford #goldmansachs #jpmorganassetmanagement #mandginvestments

Gain Clarity in Japan's Market Shifts! 🇯🇵 📊 Japan's new economic policies attract global capital, demanding a comprehensive lens for superior investment strategies. 🚀 Enhance Strategy Now: https://lnkd.in/g9faP-g3 #InformedInvesting #AlternativeData #Investing #JapanEconomy #MarketInsights #GlobalCapital #Nikkei

In terms of Financial Hubs ranking, Tokyo is in the 8th place in APAC & 19th globally. And it seems Japan is attracting more interest from foreign asset managers, whereas the government plans to make the world's 4th largest economy into a major financial hub. The Japanese Yen is the world's third most traded currency behind the Euro & Greenback. According to Bain & Company, the total value of private equity deals in APAC last year fell to its lowest since 2014 amid slowing growth, high interest rates & volatile public markets. But in Japan it was different with deal value jumping 183% last year from a year earlier, making it the largest equity market in APAC for the first time. 🖊Tokyo's ranking globally by industry sector ➡ Government & Regulatory: 6 ➡ Trading: 7 ➡ Banking: 10 ➡ Investment Management: 12 The outlook for this year remains unclear due to major elections globally & geopolitical tensions. But good markets do have the potential to perform well as long as it contributes to an economy's growth. There are over 2 million expats in Japan & according to the Japan International Cooperation Agency (JICA) 6.74 million foreign workers are needed by 2040 for sustained economic growth. The number of people aged 65 or over is 29.1% in Japan, whereas the ageing population will be a challenge for the economy in the mid-term to long-term. #japan #economics #macroeconomics #apac #asia #markets #tokyo #investmentmanagement #apaceconomy

🚀 Reviving Japan's Economy: Leveraging Foreign Investment and Innovation Japan's economy has faced stagnation in recent years, leading many to question its vitality. However, amidst challenges lies an opportunity for transformation. The traditional model of Japan's economy, once a powerhouse, is facing headwinds. But through strategic foreign investment, we can infuse new capital and expertise into key sectors, revitalizing growth and fostering innovation. Foreign investment brings not only financial resources but also fresh perspectives and global networks. By welcoming foreign investors, Japan can reinvigorate its industries, from technology and manufacturing to services and healthcare. Moreover, Japan boasts a rich legacy of dedication to quality and innovation. By showcasing these strengths on the global stage, Japan can attract even more investment and partnerships. The world recognizes Japan's reputation for precision engineering, attention to detail, and commitment to excellence. Now is the time for Japan to capitalize on its strengths and position itself as a hub of innovation and manufacturing excellence. By embracing foreign investment and championing its dedication to quality, Japan can lead the next wave of economic growth and redefine its role in the global economy. Let's work together to unlock Japan's potential and build a brighter future for all. #JapanEconomy #ForeignInvestment #Innovation #ManufacturingExcellence #GlobalEconomy #Opportunity #Quality #Dedication #sushitechtokyo2024

Japan is known for its strong economic fundamentals, yet its foreign direct investment (FDI) levels remain surprisingly low compared to global peers. Recognizing this gap, Japan's government is rolling out a series of strategic initiatives to boost FDI by 50% by 2030. These efforts aim to overcome unique challenges within the country's business environment, from complex bureaucratic processes to language barriers. To learn more about Japan's ambitious plan to transform its investment landscape and attract global businesses, click here: https://hubs.ly/Q02Lyq770 #JapanInvestment #FDIGrowth #GlobalBusiness #EconomicStrategy #InvestmentOpportunities #Japan2030 #BusinessExpansion #ForeignDirectInvestment #InnovationHub #InvestmentStrategy

For a better understanding of the investment case for Japanese hidden value stocks we recommend looking into our latest report of our ASPOMA Japan Opportunities Fund. H1 2024 Japan Fund Update: We delivered +13.4% performance in EUR for the first half of 2024, building on the 💪 +33.8% return in 2023. Since launching our strategy over 5️⃣ years ago, it has achieved a total gain of +94%, or 12.9% per year. ▶ Japan Market Insights: Promising Prospects Ahead Japan continues to offer compelling opportunities due to a unique combination of: ✔ Highly profitable core businesses ✔ Sustained low valuations ✔ High net financial assets (75% of market capitalization) ✔ Ongoing reforms (corporate governance and capital markets) ✔ Still undervalued currency (enhancing competitive advantage and potential appreciation) These factors provide investors with the potential for attractive returns with a high margin of safety. ⏩ For more details, please refer to our latest Half-Year Report. #markets #investing #japan #assetallocation #money #valueinvesting #alphageneration #institutionalinvestors

Japan’s #Realestate Investment: A #Snapshot of Growth and #Opportunity 📈 Capital Flow Trends: presented by Akane Kazaoka, a senior researcher at Smtri, presents a compelling overview of Japan’s real estate #investment landscape at the ANREV Japan #Conference 2024. 🌐#Tokyo continues to captivate foreign #investors with its core assets and high-yield local opportunities. However, the journey isn’t without its hurdles; currency risks and a #talent shortage overseas pose significant challenges. This presentation also sheds light on the intricate dynamics of #capital inflow and outflow, offering invaluable insights for investors navigating Japan's vibrant real estate market. 💡 Stay tuned for the latest updates on Japan's real estate trends and opportunities!

Japan is known for its strong economic fundamentals, yet its foreign direct investment (FDI) levels remain surprisingly low compared to global peers. Recognizing this gap, Japan's government is rolling out a series of strategic initiatives to boost FDI by 50% by 2030. These efforts aim to overcome unique challenges within the country's business environment, from complex bureaucratic processes to language barriers. To learn more about Japan's ambitious plan to transform its investment landscape and attract global businesses, click here: https://hubs.ly/Q02LymgL0 #JapanInvestment #FDIGrowth #GlobalBusiness #EconomicStrategy #InvestmentOpportunities #Japan2030 #BusinessExpansion #ForeignDirectInvestment #InnovationHub #InvestmentStrategy

Despite Japan's technical recession, it remains an attractive investor option compared to the pricey US market. Talaria Capital’s Co-CIO, Chad Padowitz, highlights Japan's strengths, including robust corporate balance sheets and strong exports, in a recent article from InvestorDaily. Explore Chad’s insights on Japan’s growth potential here: https://lnkd.in/gZM5DV5J #InvestorDaily #Income #Certainty #Japan #Nikkei225

Our Head of Active Investments for Japan Yue Bamba explains why Japan is entering a new regime of growth and strength, and his conviction that the Japan investment story is structural, durable, and real. https://1blk.co/4alBWz0