Aurelion Research

Aurelion Research

Thematic Equity

Japan 2026 Outlook - Our Top Picks

An In Depth Thematic Research

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Aurelion Research
Jan 27, 2026
∙ Paid

Introduction

Is it the right time to look at Japan? We think so.

While we know it’s a bit of a contrarian take, we still believe the setup is improving: Japanese equity valuations look attractive, sent…

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