The bull and bear case for allocating to Japan

Helped by weaker yen

Japan remains unloved by the global investment community and there are a number of good reasons to be concerned about investing in Japanese companies. However, investors shouldn't write off the market as a whole, according to Kennox AM's Geoff Legg.

However, investors shouldn't write off Japan as a whole. Rather, a look at some of the wide-held concerns show that these do not hold true across the whole market. In fact, pockets of opportunity are present. Should investors avoid Japan because of its weak economy? A main concern, for example, is that the ageing demographic leaves the country with an insufficient workforce to power the economy and fund the costs of retirement; an issue that is inexorably increasing as time goes by.  It is, however, an opportunity for healthcare companies that sit on the opposite side of the same ...