Investing in Japan? Look beyond the trade war rhetoric

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Dan Carter of the Jupiter Japan Income fund
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Dan Carter of the Jupiter Japan Income fund

Dan Carter, manager of the Jupiter Japan Income fund, argues that while Japan will no doubt be affected by a possible US-China trade war, the factors that make Japan an investment opportunity are largely disconnected to the actions of Donald Trump and Xi Jinping.

Perhaps the most pressing issue facing global markets for the remainder of 2018 is to what extent a self-inflicted trade reversal might affect equities. The spotlight has so far focused on the two biggest economies in the world, China and the US. However, nowhere is that question more pertinent than in third place Japan, which finds itself watching from the side-lines as its two biggest trading partners fight over trade.   Escaping the firing line The good news for the country is that, despite criticism from President Donald Trump, the tariffs that affect Japan are focused solely...

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