The outlook for Japan, according to Michael Lindsell

The economic recovery in Japan has stalled, and the worry is that the renewed weakness of the currency in the face of the Bank of japan's redoubled QE programme will add to cost pressures on those domestic companies that lack overseas markets, offsetting the gains being enjoyed by exporting companies. So says Michael Lindsell, co-founder of Lindsell Train, and a veteran specialist in the Japanese equity market, in his latest market commentary. However that is not necessarily all bad news for equity investors, in his view.

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