Japan is set to have a big year! Our view is that we finally see a change of policy in Japan from Negative Interest Rate Policy (NIRP) to Zero Interest Rate Policy (ZIRP), but we remain cautious about timing. Our view is that we see a gradual change by the end of the first quarter. This will definitely lead to a strengthening of the Japanese Yen.
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2024 Global Outlook on Japan
It's a big year for Japan with a change in policy from the BoJ. What will the impact be on global equities?
Jan 15, 2024
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2 min read
