日本股票策略：长期利率上行背景下的日本投资策略指南-Japan Equity Strategy-Investment Strategy Playbook for Japan Amid Rising Long-Term Interest Rates

January 23, 2026 01:38 AM GMT Japan Equity Strategy | Japan Investment Strategy Playbook for Japan Amid Rising Long-Term Interest Rates Given that negative real interest rates, inexpensive equity valuations in global comps, and leverage-related metrics are unlikely to be a key driver of stock selection, we believe pessimism toward Japanese equities is unnecessary at this stage. Key Takeaways | M | | | | | --- | --- | --- | --- | | | | Idea | | | January 23, 2026 01:38 AM GMT | | | | | Japan Equity Strategy ...