Economy concerns will not hinder firms with healthy profit growth

ON JAPAN

Japan will provide returns as long as the US and China continue to grow, says Invesco Perpetual's Tony Roberts.

Intervention in the currency markets and political disputes with China might have captured many of the headlines involving Japan recently, but investors should not let these issues distract them from the opportunity to buy into companies with healthy profit growth, which are trading on cheap valuations. In my view, the concerns about growth in China and the US, Japan’s two largest export markets, have been overstated. I believe both of these economies will continue to grow, China’s economy remained strong in the third quarter and policymakers in the US are committed to providing further ...