A JP Morgan analsyst likes equities in Japan and the UK.Japan: “Even though it feels that Japan is a consensus overweight, we think that flows are still at an early stage and can support further outperformance of the region”further sup[port is expected from economic relationalso efforts by the Tokyo Stock Exchange to improve shareholder returns and corporate profitabilityUK:is a “record cheap” market within Europe “UK is a typical low beta play, and last year equity indices were strongly up. If the equity market becomes more volatile, with challenge to the Goldilocks narrative, UK could see a tailwind.” attractive also due to its high dividend yield This article was written
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