The document provides an analysis of Japanese equities, predicting a potential doubling by 2015 due to Abenomics, BoJ easing, and strong macroeconomic data. It includes specific stock recommendations for Toyota, Panasonic, Omron, Kawasaki Kisen, and Rakuten, with target prices and expected upsides. The document also discusses themes of yen weakening and reflation, benefiting exporters, retailers, and banks.
doj/DataSet10/EFTA01450695.pdf
{"document_type":"other","key_locations":["Japan"],"key_organizations":["DB Research","BoJ","GPIF","Toyota","Panasonic","Omron","Kawasaki Kisen","Rakuten"],"reference_numbers":["DB-SDNY-0106511","SDNY_GM_00252695","EFTA01450695"]}