Benefiting from Japan's corporate culture amid 'bleak' macro picture

clock
Stefan Rheinwald of Waverton Investment Management
Image:

Stefan Rheinwald of Waverton Investment Management

As ever, looking at Japan from a Bull/ Bear point of view proves to be a challenge.

While there are strong micro arguments to be bullish on Japanese stocks, the macro picture looks bleak and demographics continue to be a structural long-term challenge. Additionally, while the consumption...

To continue reading this article...

Join Investment week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Asia

Dale Nicholls, portfolio manager of the Fidelity China Special Situations trust

Fidelity's Nicholls bets on Alibaba and ByteDance

Predicts short-term slowdown

Elliot Gulliver-Needham
clock 26 May 2022 • 3 min read
John Redwood, chief global strategist for Charles Stanley

Charles Stanley's Redwood: Chimerica is so last decade

Both have hit problems in 2022

John Redwood
clock 25 May 2022 • 6 min read
Industry Voice: UK is a rich seam to mine … and not just in commodities

Industry Voice: UK is a rich seam to mine … and not just in commodities

Richard Colwell, Head of UK Equities at Columbia Threadneedle Investments
clock 24 May 2022 • 11 min read
Trustpilot