The bull and bear case for allocating to Japan

Helped by weaker yen

clock • 2 min read

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 ...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Asia

EFG's Afzal and Gerlach: A letter from Hong Kong

EFG's Afzal and Gerlach: A letter from Hong Kong

On a recent visit to Hong Kong and Singapore we took the opportunity to meet with market strategists as well as private and public sector economists to better understand the economic problems China is facing given economic sentiment is in the doldrums....

Moz Afzal and Stefan Gerlach
clock 28 March 2024 • 4 min read
Aviva Investors' Wakefield: Is Japan's stock-market sugar rush sustainable?

Aviva Investors' Wakefield: Is Japan's stock-market sugar rush sustainable?

New regulations to 'improve competitiveness'

Baylee Wakefield
clock 14 March 2024 • 4 min read
 abrdn's Yeo and Kwik: Will the dragon soar in 2024 for China?

abrdn's Yeo and Kwik: Will the dragon soar in 2024 for China?

'Cause to be optimistic'

Elizabeth Kwik and Nicholas Yeo
clock 09 February 2024 • 4 min read
Trustpilot