CIO Japan Outlook 2021 - Nomura Asset Management

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Presented by

Wataru Ogihara, Equity CIO, Nomura Asset Management

About this talk

Wataru Ogihara, Equity CIO of Nomura Asset Management, explains why Japan offers some unique and compelling investment opportunities, and why this market could be overdue for a re-evaluation in 2021. He highlights the “great rotation” between value and growth stocks, Japan’s appeal to small-cap and ESG focussed investors, the lasting impact of structural reforms, and the implications of China’s rapid recovery.
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