Japanese equities have faced external headwinds over the last 12 months. Fidelity Japan Trust PLC’s Nicholas Price reflects on why he has been adding to out-of-favour tech stocks
Companies with FRC exposure must 'up their game'
Looking to the year ahead, Fidelity Asia Fund portfolio manager, Teera Chanpongsang believes investors face a new set of norms given a meaningful shift in the Sino-US dynamics and its impact on global growth. Encouragingly, however, Teera explains that...
Public consultation reveals investor concerns before further inclusion considered
Japanese equities have been sensitive to weaker global industrial demand over the past 12 months, but we expect the earnings impact from the ongoing slowdown to bottom out by the end of this fiscal year.
The key themes to look out for
More than 4,500 retail investors affected