Exporters will benefit from continued Asia development

ON JAPAN

Baillie Gifford's Matthew Brett explains where the best opportunities lie following the earthquake and tsunami.

The Tohoku earthquake has been a shocking event, and has had a huge impact on Japanese people.  There have been many headlines surrounding the situation but it is important to understand that this was essentially a three part disaster.  First a huge earthquake to which buildings generally stood up pretty well: a testament to Japanese building standards.  Second, a massive tsunami which caused a lot of destruction and loss of life: maybe there are some lessons to be learned here for the future.  Thirdly, as a consequence of the tsunami there has been a serious incident at the Fukashima po...