Over the last 20 years, I’ve lost count of the number of articles that I have read regarding Japan’s equity market outlook. These articles have ranged from outright despair to blind hope, and in many ways this range of opinion has mirrored the actual performance of Japan’s main equity market – the Nikkei 225. I think that there are now several reasons for this paradigm to change. Setting the scene It’s worth taking some altitude on the response of Japanese corporates following the collapse of the real estate bubble in the late 1980s. Japanese corporates realised that the banking system…

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