The Contrarian Investor: Why Japan is a ticking timebomb

Japan has always been a tricky subject for a self-confessed contrarian. It is a prime example of the columnist's conundrum, a poorly diagnosed but utterly chronic condition whereby newspaper columnists, CIOs and cross asset class strategists feel the need, at the beginning of every year, to pick an unloved market/asset class that must eventually ‘buck the trend' and surprise us all.