Flows to Japan Equities While Japanese equities have faced significant outflows recently due to shifting investor sentiment, underlying structural reforms and an evolving economic landscape may provide opportunities for recovery in the future. Image: BofA Global Investment Strategy
Gold vs. Japanese Yen Over the past two weeks, gold prices have declined by approximately 8% relative to the Japanese Yen. Image: BofA Global Investment Strategy
U.S. Dollar to Japanese Yen (USD/JPY) Goldman Sachs has updated its projections for the USD/JPY exchange rate, anticipating the US dollar to reach 155 yen in three months, 155 yen in six months, and 150 yen in 12 months. Image: Goldman Sachs Global Investment Research
U.S. Dollar vs. Japanese Yen (USD/JPY) When yields on U.S. Treasury bonds are higher than those on Japanese government bonds, it can lead to a weakening of the Japanese yen relative to the U.S. dollar. Image: BCA Research
Japan Stocks vs. China Stocks Despite economic challenges and geopolitical risks, Chinese equities have rallied over the past 3 months. Image: BofA Global Investment Strategy
Equity – MSCI Japan Market Cap Relative to World Market Cap Considering the improved outlook, attractive valuations, and progress in corporate governance, should investors consider increasing their exposure to Japanese equities? Image: BofA Global Investment Strategy
Performance – U.S. vs. Japan Equities Since January 2022, Japan equities have outperformed their U.S. counterparts. Will this trend persist going forward? Image: BofA Global Investment Strategy
Japanese Banks Stock Price Index vs. Japanese Stocks Given the increase in Japanese government bond yields, should investors favor Japanese bank stocks? Image: BofA Global Investment Strategy
Valuation – Price-to-Book Ratio – MSCI Japan Index vs MSCI ACWI ex Japan Index Warren Buffett’s positive view on Japanese stocks has raised the question of whether it is the right time to consider investing in them. Image: Morgan Stanley Wealth Management
Japanese Yen vs. Swiss Franc The Japanese yen looks cheap against the Swiss franc. Image: BofA Global Investment Strategy
German Stocks vs. Japanese Stocks Germany and Japanese equities remain below pre-COVID highs. Image: BofA Global Investment Strategy