Japan Shakes Off Deflation as Capex Revival, Corporate Reforms, and a Cheap Yen Power Long-Term Asset Returns
Japan is decisively closing the chapter on decades of structural deflation, positioning its economy and capital markets for higher nominal expansion, rising bond yields, and attractive equity returns over the next 10 to 15 years, according to J.P. Morgan Asset Management’s "2027 Long-Term Capital Market Assumptions&