FYI: For the first time the author can remember, his international allocation is overweight Japan. Japanese companies have remained globally competitive for customers, but not investors. Corporate efficiency has lagged and shareholders have suffered. Prime Minster Shinzo Abe’s reforms provide the needed push to make Japan a better place to invest.
Regards,
Ted
http://www.etf.com/sections/etf-strategist-corner/why-japan-becoming-good-investors
