Martin is the Group Head of International Equity at Federated Hermes. He is responsible for portfolio management and research in the international and emerging markets equity area. Martin is skilled in military operations, asset management, investments, portfolio management, and military intelligence.
Japanese equities have surged dramatically since the start of the year, with the Nikkei 225 up more than 30% year-to-date. That's a dramatic reversal of the index's performance in 2022, with a 9.4% loss. Sources said Japanese equity markets are now trading at levels last seen at the end of the 1980s.
You're going to suddenly have people with more money than they are used to, and they will have to spend because the inflationary pressures are pushing prices higher.