Der heimliche Börsen-Star? Warum Japan jetzt wieder spannend wird

Japan was long considered a cautionary tale of stagnation, deflation, and endless national debt. But suddenly, the Japanese stock market has become one of the most exciting markets in the world again. The Nikkei is performing strongly, many companies are earning substantial profits, dividends are rising – and yet the big question remains: How stable is this boom really? Capital market expert Stefan Riße from Acatis Investment explains why Japan has become significantly more attractive to investors, what role the weak yen plays, and why high national debt doesn't necessarily have to lead to bankruptcy. He also discusses the risks of rising interest rates, potential dangers from carry trades, and whether Japan should be weighted more heavily in a portfolio than in the MSCI World index. CHAPTERS Japan's mountain of debt and the role of the central bank Why higher interest rates can become a stress test Inflation in Japan: imported or homegrown? The weak yen and the dilemma for investors Carry trades: the underestimated risk in the financial system Why Japanese stocks are rising so sharply Chip industry, dividends, and share buybacks How attractive Japan still is Stefan Riße on the opportunities in the second half of the year Why Japan belongs in a portfolio for the long term Note: Investments involve risks. The content is for informational purposes only and does not constitute investment advice. Disclaimer The content presented is intended solely for private use by individuals residing in the Federal Republic of Germany. comdirect – a brand of Commerzbank AG – assumes no liability whatsoever for the suitability or usability of the accessible content for use in other locations. Users accessing this content from other locations do so on their own initiative and at their own risk. In particular, users residing in the United States of America, Canada, or the United Kingdom are not authorized to access this content. Investments involve risks. The information provided during this event is for informational purposes only and does not constitute investment advice, an offer, a solicitation, or a recommendation to buy or sell securities or other financial instruments. Past performance is not a reliable indicator of future performance. The information is intended to facilitate your independent investment decisions but does not replace investment advice tailored to your individual circumstances, nor does it replace personal tax or legal advice. No guarantee is given for the accuracy, completeness, or timeliness of the information provided – particularly information from external sources. Tax treatment depends on the individual circumstances of each client, and legal regulations are subject to change. comdirect – a brand of Commerzbank AG – accepts no liability for the information provided. This publication may not be modified or published without the consent of comdirect.