Land Of The Rising Yen: The Outlook For Japanese Financial Markets

It almost goes without saying that Japan is an extremely unique case in terms of asset performance over the past two decades. Since the crash of 1990, its equities have been mired in one of the longest-running bear markets in the world, while, at the same time, JGBs have been in a major bull market. BMI’s Head of Asia Country Risk Stuart Allsopp explains how these two long-running trends may be close to unwinding, and how this will affect the Japanese yen.