Nicholas Weindling, one of the co-managers of JPMorgan Japanese Investment Trust (JFJ), observes that the investment landscape in Japan has changed almost beyond recognition from the picture that has persisted for most of the last few decades. The country is now seeing inflation, rising interest rates and wage rises – trends that have been absent for many years. At the same time, political shifts, higher defence spending, and – crucially for investors in the country – a more dynamic corporate cu ....
