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If, before you saw this tweet (hat tip @CLSAInsights), someone asked you "Which market has experienced better EPS growth in the last decade - The US (S&P500) or #Japan (Topix)?" What would you have said? 1/3 
But, despite better 10yr EPS growth, the Japanese market is significantly cheaper than peers. 2/3
Yet global investors have exited the market in droves since the peak of the Abenomics rally, and are only now starting to wake up to the opportunity Japanese stocks present! 3/3
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