After Tohoku: Do Investors Face Another Lost Decade from Japan? - By Edward Chancellor

In this white paper, Edward Chancellor, a member of GMO's Asset Allocation team, explores the question as to whether Japan will provide yet another decade of disappointing results to investors given not only the recent natural disaster there, but also in light of the historical perceptions (and misperceptions) commonly held about this important market. His focus is on demographics, deficits, deflation, and corporate decline.