How Japan's economy has changed, and how it hasn't

There are many ways that Japan's economy has changed in recent years, especially on the inflation front. But many elements remain unchanged, held down by poor demographics. There's limited evidence that economic change has impacted Japanese equities given that the long-term narrative remains uncertain. Instead, the yen has been the predominant driver of cyclical performance.

Complete the form and a member of our team will send you a copy of this publication.

While you wait, explore additional NDR research and solutions.