The Astonishing Cheapness of Japan

(Mar 22) Peter Tasker comments on the cheapness of Japan’s equity market.
  • Japan offers a rare opportunity to buy cheap stocks in a cheap currency
  • In real terms the yen has halved since 1995 and is back to 1973 levels
  • In an inflationary world, nominal interest rate differentials mean nothing
  • In an inflationary world, the harder the money the better

Please contact us to gain access to this insight

Request more information