📧 Communication
ReportCommunication Details
From
Shusuke Yamada (Bank of America Merrill Lynch)
Linked to Shusuke Yamada (Bank of America Merrill Lynch)
To
amanda.ens@baml.com
amanda.ens@baml.com
Date
January 01, 0018
Subject
Japan Investment Strategy Nikkei to 20,000
Message Content
A financial research report outlining a bullish case for Japanese equities in 2017, recommending a rotation into cyclical, bank, and insurance stocks.
📄 Source Document
HOUSE_OVERSIGHT_014404.jpg
ESTATE Collection
Document Summary
Bank of America Merrill Lynch presents a bullish outlook for Japanese equities in 2017, forecasting the Nikkei 225 index to reach 20,000. The strategy advises a rotation from defensive stocks into cyclicals, banks, and insurance. This is based on an anticipated upturn in the inventory cycle, rising inflation and interest rates, and a strong macroeconomic environment.
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