Aberdeen's Kwok: What next for Japanese corporates?

ON JAPAN

Chern-Yeh Kwok, head of Japanese equities at Aberdeen Asset Management, assesses the outlook for Japanese corporates as 'Abenomics' takes effect.

While investors focus on Japan's macroeconomic problems, many miss the fact that corporate Japan is an entirely different animal. Not only does Japan boast enviable strengths such as a high quality workforce and technical superiority, there are also many world class companies with increasing opportunities tied to the growth of emerging economies. With a gradual weakening of the yen, and an influx of foreign investors piling into the market, Japanese equities have rallied considerably in the New Year, despite the recent correction. Japanese companies have adapted to make money in bo...