Japan Equity Strategy & Thematic Research_Event Watch_ Preparing for uncertainty in 2025
Proofpoint·2025-01-12 13:33
本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用,请勿外传 ab 7 January 2025 Global Research Japan Equity Strategy & Thematic Research Event Watch: Preparing for uncertainty in 2025 In 2024, Japan share prices advanced in H1 and reached new highs in July TOPIX advanced +4% mom in December 2024 and +18% yoy in 2024. In H1 2024, there were increased domestic and overseas investor expectations for the normalisation of Japan's economy and financial policy, which pushed up TOPIX to a new high in July. In August, concerns about the ...