Hugh Hendry has backed Japanese equities to continue their stellar start to 2013, but is also boosting exposure to sovereign bonds on concerns Japan's recovery will have harmful effects elsewhere.
Investment Week was delighted to announce our Japan Breakfast Briefing on 20th March 2013 at The Cumberland hotel in central London.
Economic growth in China slowed unexpectedly in the first quarter of the year, sparking concerns about the strength of the country's recovery.
Chris Bailey, head of direct global investment at Close Brothers Asset Management, urges investors to look again at Japan as a guide to investing closer to home.
Fitch has cut China's local currency rating from AA- to A+, amid concerns the country is not doing enough to address its soaring debt levels.
Japan's currency has fallen to its lowest level against the US dollar since May 2009, as the Bank of Japan (BoJ) shifts to a more radical monetary easing policy.