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Authors:
Victor Cherian, CFA

Global Industry Analyst

Anita Killian, CFA

Global Industry Analyst

Steve Richter, CFA

Global Industry Analyst, Retail

Robert Wydenbach

Global Industry Analyst, Finance

Publication date: Dec 2016

Japanese companies: Reshaping for enduring competitiveness

Opportunities and risks | Appears in: Equity, Stars aligning over Japan, Japan, Technology, Consumer, Insurance

We believe that the market is underestimating the extent of the improvements in Japanese businesses’ competitive positions over recent years, and this may be creating equity mispricings. We highlight some potential alpha opportunities in the machinery, technology, consumer, and insurance sectors.