Flows to Japan Equities

Flows to Japan Equities The record outflow from Japan equity funds reflects a shift in investor sentiment. Image: BofA Global Investment Strategy

U.S. Dollar vs. Japanese Yen (USD/JPY)

U.S. Dollar vs. Japanese Yen (USD/JPY) When yields on U.S. Treasury bonds are higher than those on Japanese government bonds, it can lead to a weakening of the Japanese yen relative to the U.S. dollar. Image: BCA Research

Japan Stocks vs. China Stocks

Japan Stocks vs. China Stocks Despite economic challenges and geopolitical risks, Chinese equities have rallied over the past 3 months. Image: BofA Global Investment Strategy

U.S. Dollar to Japanese Yen (USD/JPY)

U.S. Dollar to Japanese Yen (USD/JPY) Goldman Sachs has updated its projections for the USD/JPY exchange rate, anticipating the U.S. dollar to reach 155 yen in three months, 150 yen in six months, and 145 yen in 12 months. Image: Goldman Sachs Global Investment Research

Equity – MSCI Japan Market Cap Relative to World Market Cap

Equity – MSCI Japan Market Cap Relative to World Market Cap Considering the improved outlook, attractive valuations, and progress in corporate governance, should investors consider increasing their exposure to Japanese equities? Image: BofA Global Investment Strategy

Performance – U.S. vs. Japan Equities

Performance – U.S. vs. Japan Equities Since January 2022, Japan equities have outperformed their U.S. counterparts. Will this trend persist going forward? Image: BofA Global Investment Strategy

Japanese Yen vs. Swiss Franc

Japanese Yen vs. Swiss Franc The Japanese yen looks cheap against the Swiss franc. Image: BofA Global Investment Strategy

German Stocks vs. Japanese Stocks

German Stocks vs. Japanese Stocks Germany and Japanese equities remain below pre-COVID highs. Image: BofA Global Investment Strategy