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Columbia Threadneedle: Olympic host’s equity market uniquely positioned

With the Tokyo Olympics scheduled to take place later this month, all eyes will be on Japan this summer.

With the Tokyo Olympics scheduled to take place later this month, all eyes will be on Japan this summer. While there has been a backlash from the Japanese public as a result of Covid-19 concerns, the intentions of the International Olympic Committee remain in support of the games going ahead. Given this uncertainty has already been priced into Japan’s market, whether the games are staged or not has little impact on our portfolio.

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