EWJV: Inflation Can Drive Dividends

The iShares MSCI Japan Value ETF offers exposure to undervalued Japanese equities. Japanese companies are overcoming a historic reluctance to raise prices, which could improve margins as inflation persists and rate hikes signal a shift in corporate behavior. EWJV is overweight financials, which stand to benefit from improved net interest margins as Japanese rates rise, potentially enhancing earnings and supporting further dividend growth. Dividends for EWJV have grown at a 33% CAGR since 2020, with the potential for a 5.59% yield in 2026 if current trends persist.

The Bank of Japan is raising its key short-term interest rate by 25 basis points to 1.25% during This article was written by Brett Ashcroft Green 10.72K Followers Follow Brett Ashcroft-Green, CFP® is a CERTIFIED FINANCIAL PLANNER™ professional and fee-only fiduciary. He is the owner and lead advisor at Ashcroft Green Advisors.Brett writes on Seeking Alpha about retirement planning, portfolio construction, and the analysis of undervalued blue-chip stocks.He has extensive experience working with high-net-worth and ultra-high-net-worth families, with a background in private credit and commercial real estate mezzanine financing as a business director for a large family office. His professional experience spans the United States and Asia, including several years living and working in China.Brett is fluent in Mandarin Chinese in both business and legal settings and previously served as a court interpreter. Over the course of his career, he has collaborated with leading commercial real estate developers including The Witkoff Group, Kushner Companies, The Durst Organization, and Fortress Investment Group.