Putnam Perspectives

Putnam’s investment professionals offer compelling analysis of evolving market themes.

Abenomics reaches the boardroom

Simon Davis and Shep Perkins, CFA
Co-Heads of International Equities, March 5, 2015

With the economic changes instituted under Prime Minister Shinzo Abe since he took office in December 2012 slowly taking effect in Japan, companies are increasingly under pressure to deliver higher returns on equity for their investors. Financially, these companies are in an enviable position, with sufficient assets and cash on their balance sheets to be able to withstand substantial economic pressure. The question now is whether company managements can deliver for their shareholders. This potential revolution in corporate ... Read more

Abenomics reaches the boardroom

The views and opinions expressed are those of the speaker, are subject to change with market conditions, and are not meant as investment advice.