Making the case: Active allocation to Japanese equities

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Economic growth has seen Japan go from zero to hero in recent years. Most notably, nominal GDP growth YoY has now been positive for 21 consecutive quarters. For Kashima, this spurt of growth is a major milestone. After many years in the doldrums, nominal GDP is above ¥533 trillion, meaning the economy has finally recovered the ground lost over two long decades of decline.

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