Why 2020 could be a game changer for 'de-Japanifying' Japan

Country 'doing the opposite' from rest of the world

Richard Kaye of Comgest

Richard Kaye of Comgest

Japan, along with China and Korea, is seeing a noted stabilisation in net virus count and related deaths.

Our conversations with several companies in recent days have focused on the normalisation of China factory output and utilisation (Keyence or Daikin are direct beneficiaries, in our Japan portfolio), Chinese consumer demand (Kose benefits from skincare demand from returning women workers in China) and Japan's own consumer demand - with sushi chain Sushiro reporting long lines and supermarket operator Kobe Bussan benefiting from increased demand for home supplies. Like every economy, Japan will be hit by the demand and supply dislocation of this virus. On the other hand, the market looks ...

To continue reading this article...

Join Investment Week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now


Already an Investment Week


More on Asia

Ken Wotton and Brendan Gulston, co-managers of the LF Gresham House UK Multi Cap Income fund

Five rules for resilience amid rocky markets

Barrage of headwinds

Ken Wotton and Brendan Gulston
clock 04 August 2022 • 5 min read
Chris Hutchinson of Unicorn Asset Management

The Big Interview: What I learned after being dropped from Hargreaves Lansdown's Wealth Shortlist

'I’ve no interest in falling out with people'

clock 04 August 2022 • 6 min read
Darius McDermott, managing director, FundCalibre

FundCalibre elite radar: ASI Global Smaller Companies

'Good contender'

Darius McDermott
clock 01 August 2022 • 4 min read