AMO Insight ‘Latest Focus Points of Japanese Equities’

Japanese Equities

We will discuss two hot topics regarding recent Japanese stocks.


The stagnant performance of the Japanese equity market for “emerging companies” may see a turnaround due to the potential easing of the yen’s depreciation against the dollar and the realization of a positive cycle of wage increases and consumption. This could lead to a recovery in domestic demand.


It has been about a year since the Tokyo Stock Exchange (TSE) requested capital efficiency improvements from listed companies, yet ROE (Return on Equity) of the TOPIX index remains relatively flat. This can be attributed to an expansion of both earnings (the numerator) and equity (the denominator). However, there is a growing trend regarding the declaration of DOE (Dividend on Equity) by companies.

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