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John Authers

What a Time for Japan to Matter to Markets Again

After decades of disappointment and discounting, Japan is becoming relevant in this new era of war and inflation.

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Japan shouldn’t matter much at present. Long regarded as a deflationary exception to the rules that govern everyone else, the horrors in Ukraine make it seem totally irrelevant. This is the way it’s expressed by Jesper Koll, a long-term investor and banker in Japan and inveterate optimist: