AVI Japan Opportunity eyes uptick in 'animal spirits' after difficult year

Significantly underperformed sector in one year

clock • 3 min read
Joe Bauernfreund is manager of the AVI Japan Opportunity trust
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Joe Bauernfreund is manager of the AVI Japan Opportunity trust

The Tokyo Olympics have failed to improve investor sentiment towards Japan, according to the manager of the AVI Japan Opportunity trust, Joe Bauernfreund, who is instead focused on whether there will be an increase in catalysts for “unlocking the value” of the country’s corporates.

"The Olympics were intended and hoped to represent a shift in the perception of Japan," he said. However, amid the onset of Covid, the games have not been the "event it was intended to be" and therefore...

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