Analysis-Japan’s inflation comeback prompts investors to tear up old playbooks

Published by
Reuters UK

By Naomi Rovnick and Kevin Buckland LONDON/TOKYO (Reuters) – Global inflationary forces are finally seeping into Japan’s economy after decades of falling prices, forcing investors to radically rethink their Japan bets as the Bank of Japan considers a major policy shift. International investors, who have long favoured stocks benefiting from Japan’s ageing population or a weakening yen, are tearing up their playbooks to focus on expected higher interest rates, more generous dividends and a revival in consumer spending. The policy switch has been slow in coming but could herald an entirely new wa…

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