Valuations attractive
Japan (Topix) is doing well this year in US dollar terms, up 12% compared to 11% for the S&P 500 and 13% for the MSCI World index.
Three macro trends should shape the Japanese economy over the next couple of years.
Co-manager with Edmund Harriss
Both agree urbanisation to provide significant boost
The issues facing Japan with respect to its ageing population are well documented.