🇯🇵 Japan 🇯🇵
Since the beginning of this year, the Nikkei 225 has performed really well compared to other major indices such as the S&P500.
Here is a small comparison between:
According to William Pesek for Barron's (link to article below), there are three reasons:
- Favorable P/E ratios;
- A central bank still pressing on the monetary gas pedal;
- A renaissance in Japanese corporate governance.
I have been overweight Japan in my portfolio for several months (~15%-17%).
Are you invested in Japan?
Are you bullish?
Japan's Bull Run Is Due for a Reality Check: https://www.barrons.com/articles/japan-bull-run-is-due-for-a-reality-check-yen-stock-7b24359e