Are investors positioned for Japan’s economic re-awakening?

Apr 10, 2026

Our Asian equity team discusses the current landscape for Japanese equities and the opportunity for investors, who remain underexposed to this top economy.

Key takeaways:

  • After three decades of deflation and stagnation, Japan has exited its “lost decade”.
  • Growth expectations are rising, amplified by the reflationary dynamic and corporate governance reforms.
  • Political stability, following the landslide election victory of the LDP under Prime Minister Takaichi, should only reinforce the positive outlook.
  • We expect the structural market and macroeconomic shift to create opportunities for active investors.
  • Despite one of the most positive outlooks for Japanese equities in decades, investors remain underexposed to the market.

Read our full piece here