{"id":5144,"date":"2024-02-08T07:58:07","date_gmt":"2024-02-08T15:58:07","guid":{"rendered":"https:\/\/dev.darsky.com\/dalton\/?p=5144"},"modified":"2024-02-21T08:28:38","modified_gmt":"2024-02-21T16:28:38","slug":"the-case-for-japanese-equities-some-macro-thoughts","status":"publish","type":"post","link":"https:\/\/dev.darsky.com\/dalton\/the-case-for-japanese-equities-some-macro-thoughts\/","title":{"rendered":"The Case for Japanese Equities: Some Macro Thoughts"},"content":{"rendered":"\n<p>With the recent strong returns of the Japanese stock market, we often get the question of whether investors (and especially those that have not yet allocated to the country) should still be enthusiastic about investing in Japan. In this macro update from Gifford Combs, we explain why we think the answer is \u201cYes!\u201d. <a href=\"https:\/\/dev.darsky.com\/dalton\/wp-content\/uploads\/2024\/02\/Japan-Macro_Dalton-1.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Read the piece here<\/a>. <\/p>\n","protected":false},"excerpt":{"rendered":"<p>With the recent strong returns of the Japanese stock market, we often get the question of whether investors (and especially those that have not yet allocated to the country) should still be enthusiastic about investing in Japan. In this macro \u2026<br \/><a class=\"read-more\" href=\"https:\/\/dev.darsky.com\/dalton\/the-case-for-japanese-equities-some-macro-thoughts\/\">read more &gt;<\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_links_to":"","_links_to_target":""},"categories":[15],"tags":[],"class_list":["post-5144","post","type-post","status-publish","format-standard","hentry","category-dalton-insights","wpautop"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>The Case for Japanese Equities: Some Macro Thoughts - Dalton Investments<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/dev.darsky.com\/dalton\/the-case-for-japanese-equities-some-macro-thoughts\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Case for Japanese Equities: Some Macro Thoughts - Dalton Investments\" \/>\n<meta property=\"og:description\" content=\"With the recent strong returns of the Japanese stock market, we often get the question of whether investors (and especially those that have not yet allocated to the country) should still be enthusiastic about investing in Japan. In this macro \u2026read more &gt;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/dev.darsky.com\/dalton\/the-case-for-japanese-equities-some-macro-thoughts\/\" \/>\n<meta property=\"og:site_name\" content=\"Dalton Investments\" \/>\n<meta property=\"article:published_time\" content=\"2024-02-08T15:58:07+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-02-21T16:28:38+00:00\" \/>\n<meta name=\"author\" content=\"Michael Caroff\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Michael Caroff\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/dev.darsky.com\/dalton\/the-case-for-japanese-equities-some-macro-thoughts\/\",\"url\":\"https:\/\/dev.darsky.com\/dalton\/the-case-for-japanese-equities-some-macro-thoughts\/\",\"name\":\"The Case for Japanese Equities: Some Macro Thoughts - Dalton Investments\",\"isPartOf\":{\"@id\":\"https:\/\/dev.darsky.com\/dalton\/#website\"},\"datePublished\":\"2024-02-08T15:58:07+00:00\",\"dateModified\":\"2024-02-21T16:28:38+00:00\",\"author\":{\"@id\":\"https:\/\/dev.darsky.com\/dalton\/#\/schema\/person\/7cd5842f2361b709d526b3ca097af100\"},\"breadcrumb\":{\"@id\":\"https:\/\/dev.darsky.com\/dalton\/the-case-for-japanese-equities-some-macro-thoughts\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/dev.darsky.com\/dalton\/the-case-for-japanese-equities-some-macro-thoughts\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/dev.darsky.com\/dalton\/the-case-for-japanese-equities-some-macro-thoughts\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/dev.darsky.com\/dalton\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"The Case for Japanese Equities: Some Macro Thoughts\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/dev.darsky.com\/dalton\/#website\",\"url\":\"https:\/\/dev.darsky.com\/dalton\/\",\"name\":\"Dalton Investments\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/dev.darsky.com\/dalton\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/dev.darsky.com\/dalton\/#\/schema\/person\/7cd5842f2361b709d526b3ca097af100\",\"name\":\"Michael Caroff\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/dev.darsky.com\/dalton\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/d091b13cfcd164d9ad3bbc7c6bf347b6345eaf12567daee32fa9f19cca173b86?s=96&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/d091b13cfcd164d9ad3bbc7c6bf347b6345eaf12567daee32fa9f19cca173b86?s=96&r=g\",\"caption\":\"Michael Caroff\"},\"sameAs\":[\"http:\/\/caroff.com\"],\"url\":\"https:\/\/dev.darsky.com\/dalton\/author\/caroff\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"The Case for Japanese Equities: Some Macro Thoughts - Dalton Investments","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/dev.darsky.com\/dalton\/the-case-for-japanese-equities-some-macro-thoughts\/","og_locale":"en_US","og_type":"article","og_title":"The Case for Japanese Equities: Some Macro Thoughts - Dalton Investments","og_description":"With the recent strong returns of the Japanese stock market, we often get the question of whether investors (and especially those that have not yet allocated to the country) should still be enthusiastic about investing in Japan. 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