Sign up to save your podcasts
Or
Share It’s Time to Buy Japan
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
It’s Time to Buy Japan
It’s fair to say that Japan is back and that its deflationary years are arguably behind it. The Asian nation may also be in just the right place to win big on today’s shifting geopolitical landscape.
Japan is full of high-quality companies, its stock market just hit a 33-year high, and overseas buying exploded last month. But despite these advantages, Japan’s market is still remarkably cheap. This according to David Mitchinson, fund manager at Zennor Asset Management, who joins Merryn Somerset Webb on this week’s Merryn Talks Money to explain why this rally in Tokyo’s equity market is longer-lived than previous rallies, and why the excitement around Japan is different this time.
Sign up to John Stepek's daily newsletter Money Distilled. https://www.bloomberg.com/account/newsletters/uk-wealth
See omnystudio.com/listener for privacy information.
View all episodes
By Bloomberg
4.2
3333 ratings
It’s fair to say that Japan is back and that its deflationary years are arguably behind it. The Asian nation may also be in just the right place to win big on today’s shifting geopolitical landscape.
Japan is full of high-quality companies, its stock market just hit a 33-year high, and overseas buying exploded last month. But despite these advantages, Japan’s market is still remarkably cheap. This according to David Mitchinson, fund manager at Zennor Asset Management, who joins Merryn Somerset Webb on this week’s Merryn Talks Money to explain why this rally in Tokyo’s equity market is longer-lived than previous rallies, and why the excitement around Japan is different this time.
Sign up to John Stepek's daily newsletter Money Distilled. https://www.bloomberg.com/account/newsletters/uk-wealth
See omnystudio.com/listener for privacy information.
More shows like Merryn Talks Money
View all
Bloomberg Intelligence
407 Listeners
54 Listeners
Masters in Business
2,169 Listeners
Bloomberg Businessweek
419 Listeners
Trumponomics
354 Listeners
Investors' Chronicle
12 Listeners
This is Money Podcast
43 Listeners
The Meaningful Money Personal Finance Podcast
92 Listeners
The Money To The Masses Podcast
16 Listeners
Foundering
965 Listeners
Money Makers
10 Listeners
The Personal Investor
15 Listeners
Trillions
193 Listeners
AJ Bell Money & Markets
13 Listeners
On The Money
5 Listeners
Here's Why
68 Listeners
Out of Office
31 Listeners
Money Maze Podcast
37 Listeners
Listen to the Story
4 Listeners
Switch Your Money On
4 Listeners
Behind the Balance Sheet
44 Listeners
Into the Metaverse
58 Listeners
Bedrock, USA
232 Listeners
Zero: The Climate Race
230 Listeners
Bloomberg Tech
59 Listeners
Bloomberg News Now
63 Listeners
The Deal with Alex Rodriguez and Jason Kelly
84 Listeners
Money Stuff: The Podcast
382 Listeners
Unhedged
162 Listeners
Many Happy Returns
37 Listeners
Bloomberg Talks
22 Listeners
In the City
12 Listeners
Bloomberg Opinion
7 Listeners
The Cable
2 Listeners
IVF Disrupted: The Kindbody Story
78 Listeners