2023-06-07 04:20:33
Investors are increasing their exposure to Asia. For the simple reason that it will have the most growth in 2023, according to the latest IMF forecasts published last month. But rather than consolidate their positions in China, whose reopening promises a 5.2% increase in gross domestic product this year, they are reallocating their capital to Japan. Which is less risky from every point of view: the governance of the country, its geopolitical strategy, its undervalued companies following 25 years of deflation. They do not have to fear that new laws will upset, under the cover of the protection of national security, the economic model and the profitability of companies.
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