Japan's energy import dependence makes it one of the conflict's more exposed markets. Yet its short-term resilience is high, and the longer-term investment case remains attractive.
While Japan remains one of the most exposed developed economies to the conflict, we remain constructive and our overweight in Japanese equities is unchanged.
Beyond Japan, the vested interests pushing toward de-escalation in the Middle East are substantial, spanning energy importers, exporters and major consumers alike.
Richard Drury/DigitalVision via Getty Images
By Joe Amato
Japan's energy import dependence makes it one of the conflict's more exposed markets. Yet its short-term resilience is high, and the longer-term investment case remains attractive.
