Corporate restructuring has seen Japan starting to turn the corner

The Debate

This week the Conjecture panel discuss the merits of investing in Japan

Japan has had many false dawns, but Simon Somerville, of Jupiter and James Pulsford of DWS Investments, believe the market may finally have turned the corner. Somerville, has managed the Jupiter Far Eastern fund since January this year, and Pulsford, who has managed the DWS Japan Growth fund for the last six years, argue that a vast amount of change in the way companies are run now gives them more confidence. What can you say to convince investors that Japan is now a good investment? Simon Somerville (SS): My key reason to be positive is the restructuring we've seen in corporate Japan h...