Chart Of The Week – 29th July 2013

We remain overweight Japanese equities within a global portfolio for three main reasons:

Abe’s Election Victory: While widely anticipated, PM Abe’s win increases the odds that his reform legislation will be passed. Abe’s political standing rests on reform efforts and, thus, we foresee little risk of significant backsliding (although there will be bumps along with the way given some dissent within his party).

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