Japan

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US equity funds saw the highest outflow on record in February, according to data from The Investment Association (IA), while UK equity funds posted their largest outflow since 2008.

Corinna Arnold, managing director at RWC, says despite Shinzo Abe's numerous attempts to kick-start Japan's ailing economy in 2014, progress is likely to be patchy at best

After a recent trip to Japan, Jupiter's Simon Somerville, manager of the Japan Income fund, considers the outlook for corporate profitability, and how the country has changed four years on from the Tohoku earthquake and tsunami.

Reform agenda

Further yen weakness has helped Japan's Nikkei 225 index pass the 19,000 mark for the first time since 2000.

How far would yen have to fall?

Wealth managers are reducing their exposure to hedged share classes in their Japanese fund holdings, in the belief that further yen depreciation now looks less likely.

There are plenty of mispriced contrarian investment ideas in Japan, writes Eastspring Investments' Dean Cashman.

Jupiter's Stephen Mitchell has taken over management of Simon Somerville's Global Managed fund and plans to overhaul the portfolio.