CH Investment & Economic Strategy Lunch 2023

Japanese equities de-rated with zero rates

JAPAN CAPE VERSUS JGB YIELD

70

70

60

60

50

50

40

40

30

30

20

20

10

10

0

0

<0 0<1 1<2 2<3 3<4 4<5 5<6 6<7 7<8 8<9 >9 10 YEAR JGB %

1

Sources: MSCI, BLS, DataStream

57

@2023 Not to be reproduced without permission from Minack Advisors, info@minackadvisors.com

Made with FlippingBook interactive PDF creator