The document discusses the positive outlook for Japanese equities, expecting them to double by 2015 due to Abenomics, further easing by the Bank of Japan, and strong macroeconomic data. It highlights specific companies like Toyota, Panasonic, Omron, Kawasaki Kisen, and Rakuten, providing current and target prices along with expected upsides. The document also mentions the impact of yen weakening and reflation on exporters, retailers, and banks.
doj/DataSet10/EFTA01450660.pdf
{"document_type":"other","key_locations":["Japan"],"key_organizations":["DB Research","Bank of Japan","GPIF","Toyota","Panasonic","Omron","Kawasaki Kisen","Rakuten","Resona"],"reference_numbers":["DB-SDNY-0106463","SDNY_GM_00252647","EFTA01450660"]}