Reform and reflation: unlocking Japanese equity upside

2026

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AI-generated summary

1) This report argues that Japanese equities are poised for significant upside due to ongoing corporate governance reforms and a supportive economic environment, making it an attractive opportunity for investors.
2) * Analysis of Japan's economic reset from deflation to reflation, highlighting improved inflation dynamics and wage growth.
* Examination of corporate governance reforms, including the TSE's initiatives and their impact on capital allocation and shareholder returns.
* An equity perspective on structural reforms and reflation, identifying attractive sectors like industrials and banks, and a case study of a company demonstrating successful reform implementation.
3) Japan equities, corporate governance, reflation, economic reform, investment opportunity

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