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Why global investors find it so easy to sell Japan

It is easier to sell Japan into a rout than any other Asian market, and unusually attractive to take profits from it right now because the gains this year have been so good.

Leo Lewis

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Just a few months ago, Tokyo’s dealing floors were in celebratory mode – to the point of inviting journalists into their inner sanctums to watch the numbers on their giant screens soaring past the once untouchable 1989 all-time high. Japan was back, or so it seemed.

But – despite all the signs of a sustainable Japan recovery for once – maybe this time was not so different after all.

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Financial Times

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    Original URL: https://www.afr.com/world/asia/why-global-investors-find-it-so-easy-to-sell-japan-20240806-p5k00v