Baillie Gifford's Donald Farquharson reveals three areas currently offering value.
The rationale for each of our Japanese holdings is slightly different, but broadly speaking, the development of differentiated business models is providing a number of companies with a sustainable edge to grow. Three areas stand out. First, investment overseas, especially in Asia, is generating new areas for growth. Secondly, innovation in a number of fields places several Japanese companies ahead of their competitors. And thirdly, traditional industry practice in some sectors appears to be creating opportunities for disruptive business models to flourish. Additionally, many compan...
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