2019/20 is poised to be a relatively good year for Japanese risk assets, with a focus on Japan small-cap equities in particular. The deep-value of attractive valuations can potentially be unlocked by the combination of positive domestic growth surprises, rising M&A activity, as well as stable monetary and fiscal policy support. Against a backdrop of global uncertainty, Japanese domestic small cap stocks appear a great place to hide for outperformance.
Attendees will be eligible for 50 minutes of structured CPD credits.