Jonathan Garner: Japan’s Equities Continue to Rally

This podcast episode delves into the captivating surge of Japanese equities, a fundamental component of Asia's optimistic narrative this year. The theme of return on equity improvement, fueled by productive capital expenditure and efficient balance sheet management, has enticed international investors. Japan's world-class firms, spearheading productivity and innovation across industries, have contributed to the market's rally. Despite these advancements, Japanese equities remain undervalued, presenting an excellent opportunity for growth, bolstering their role as a key player in the bullish trajectory of Asian equities this year.