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Domestic buying potential in Japan


Ahead of the Japanese Monetary Statement on Wednesday, Mark Smith, Portfolio Manager at Waverton Investment Management, comments on the domestic buying potential in Japan…

There has been some excitement in Japan around the story that the Government Pension Investment Fund (GPIF) is going to increase its exposure to domestic equities from the current low level of just 12 per cent. 

Furthermore, given the paltry yields available on Japanese government bonds (for example 10 year bonds yield just 0.5%), combined with the Bank of Japan’s determination to boost inflation, a policy of being overweight in bonds seems unsustainable. Don’t forget also that Japanese households retain around 50% of their assets in cash. Thus, there is significant potential for a switch into equities.

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