Inflation has finally arrived in Japan, so what’s next?

Between the unwinding of the Yen carry trade, the first interest rate hikes since 2007 and a new prime minister, the Japanese market changed dramatically in 2024.  After attracting attention and flows from foreign investors in recent years, Japan is back on investors’ radar.

In this episode, Yuichi Murao, CIO of Nomura Asset Management shares his views on the Japanese equity market in a year of change for the world’s fourth largest economy.