Japan enters 2023 as a clear outlier among developed markets in terms of the outlook for economic growth, monetary policy and inflation. With the domestic economy finally reopening, we see many companies well-positioned to continue to grow profits in the coming year.
After decades of deflation the Bank of Japan may be the one major central bank that is happy to see some external upward pressure on inflation from energy prices and the sharp weakening of the yen.
Japan income fund, JPMorgan Japan Small Cap Growth & Income (LONJSGI), targets Japan income without compromising on Japanese growth opportunities. This Japan income investing opportunity gives investors access to a diverse and fast growing sector managed by local managers.