EWJ: Poised To Outperform
Japanese equities have been volatile, but the iShares MSCI Japan ETF remains steady, offering exposure to large and mid-sized Japanese companies. EWJ benefits from the yen's strengthening due to its unhedged nature, outperforming its hedged counterpart, HEWJ, amid USDJPY declines. Despite BoJ's hawkish stance, EWJ's attractive portfolio, valuation, and bullish chart signal a potential breakout to new highs.
Japan's economy grew last quarter on healthy consumer spending, business investment
TOKYO — Japan's economy grew at an annual rate of 3.1% in the April-June period, rebounding from the contraction in the previous quarter, government data showed Thursday.
BoJ Hikes By 25 Bps And Starts QT: Too Little Too Late, But In Right Direction To Prop Up The Plunging Yen
The “real” policy rate is massively negative, with the new policy rate of 0.25% far below Core CPI of 2.6%. When QT reaches about ¥3 trillion per month in 2026, it would represent a reduction of its JGB holdings of about 0.5% per month.
EWJ: Good Growth Outlook And Attractive Valuation
EWJ tracks the MSCI Japan index with 210 stocks, has 0.5% expense ratio. EWJ has delivered solid return in the current bull market, with a good earnings growth outlook. The fund's valuation is not expensive, and has appreciation potential due to weakening U.S. dollar.
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EWJ: Limited Incentive At These Levels
iShares MSCI Japan ETF is the largest Japanese-focused ETF in the market with over $16.5bn in AUM. Japan's Q1 GDP which came out today, was worse than expected, with private consumption, which accounts for half the economy struggling to take off. EWJ is dominated by large industrial stocks, and the underlying conditions for these entities don't look too bright.
