Why the SuMi Trust is targeting 'structural change' in stock selection

Global markets have fluctuated since the end of 2017, due to the Federal Reserve's accelerated tightening, trade frictions and European political risks.

Nonetheless, the global economy is set to continue expanding in the next few years, although its pace may slow down into 2019. Shiozumi: Why investors should shrug off scepticism on Japan In this scenario, selecting stocks - specifically, stocks that fall under the 'structural change' theme - rather than buying the market is an effective strategy to achieve alpha. Some promising themes which investors in Japan should be looking out for are the tighter environmental regulations in China, automation, and the inbound tourism demand.  The first refers to China's aim to improve the q...