• Jun 17, 2023
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  Japan has been cheap, but there's also structural earnings growth opportunity, said Carl Vine. In the last decade, Japanese EPS has grown about 10% compound, beating the S&P, and it could do the same for the next decade. Plus dividend, buybacks, reratings. Might go down short term because it's gone up so much in the past month, but for the next few years there could be big returns.
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  Japan has been cheap, but there's also structural earnings growth opportunity, said Carl Vine. In the last decade, Japanese EPS has grown about 10% compound, beating the S&P, and it could do the same for the next decade. Plus dividend, buybacks, reratings. Might go down short term because it's gone up so much in the past month, but for the next few years there could be big returns.

  Japan has been cheap, but there's also structural earnings growth opportunity, said Carl Vine. In the last decade, Japanese EPS has grown about 10% compound, beating the S&P, and it could do the same for the next decade. Plus dividend, buybacks, reratings. Might go down short term because it's gone up so much in the past month, but for the next few years there could be big returns.

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