Japan recession fails to dampen fundie optimism

February 19, 2024


Despite facing a technical recession, Japan remains attractive to investors as an alternative to a pricey US market. Speaking with Investor Daily, Talaria Capital’s Co-CIO, Chad Padowitz, notes that a lot is going right for Japan at the moment, including corporate balance sheets and robust exports.

“[Japan] is a broadly stable economy that’s getting some pricing power, which is new for it, and the corporate sector’s balance sheets are in very good shape, which is quite unique where in most cases in the world, it’s gone the other way”

Read more here for Chad’s insights on Japan


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