Part two of a Conjecture discussion on opportunities in DPJ-run Japan
In the second part of the Investment Week Conjecture on investing in Japan, the panel – comprising Neptune’s Chris Taylor, Martin Currie’s John-Paul Temperley, and Guy Boden from Standard & Poor’s – look at which investment styles work best in Japan, fund positioning and the changing attitude to dividends. The full debate can be heard at http://www.investmentweek.co.uk/media-centre What investment styles have you found work best in Japan? Chris Taylor (CT): Well for us at Neptune, we conduct macro and sector research in order to identify the best value industry-leading stocks. So on oc...
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