Après cinq années d’Abenomics et de Kurodanomics, 2018 sera l’année des changements.
En dépit d’un succès très largement au rendez-vous pour le premier ministre Abe, un goût d’inachevé reste présent. Le fruit des réformes structurelles des entreprises menées depuis 2 décennies et une conjoncture favorable ne peuvent cacher les problèmes structurels du pays du soleil levant.
Sur le plan de la politique monétaire, l’heure est au changement et le temps presse pour la Banque du Japon.
Les investisseurs présents depuis l’arrivée au pouvoir du premier ministre Abe ont participé à une fantastique fête boursière mais qu’en est-il aujourd’hui ?
Cette présentation sera l’occasion pour Joël Le Saux de partager ses vues sur les opportunités du marché action japonais et comment il compte en tirer parti via le positionnement de son fonds.
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