2015: Increase long/overweight Japanese stocks

We said:

Abenomics was never going to revive the Japanese economy in 2015 and, in fact, made structural problems worse but would boost stocks by channelling income to corporates. We upgraded Japanese stocks to +2 from +1 on improving profit margins, sales growth, cheap valuations and the support of ultra-loose monetary policy. (LSR Asset Allocation 15th May 2015)

Outcome:

Nikkei 400 rises from 14,500 in mid-May to 15,200 in mid-August 2015 when we took profit and downgraded to a smaller overweight recommendation of +1.

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