Bullish on world-class Sony and innovative Toyota
There is no doubt companies' sales and earnings are being hit across Japan.
As ever, looking at Japan from a Bull/ Bear point of view proves to be a challenge.
Alongside the rest of the world, Japan is facing some trying headwinds in the face of the coronavirus.
Individual holdings breach limits
Country 'doing the opposite' from rest of the world
Stockmarkets finish 2019 at three-year highs
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.
Two Luxembourg-domiciled UCITS funds
Japanese stocks have lagged their global peers so far this year, as uncertainty over US-China trade frictions and the impact on the global economy have clouded the outlook for corporate earnings.
Value 'no longer the outstanding investment story'
Picture the scene. Concerned about the strength of the US dollar, President Donald Trump meets with world leaders to seal a deal to further US interests.
Headlines 'don't reflect the whole story'
Last year was challenging for Japanese equities.
Attractive dividend yields
The Japanese stockmarket offers opportunities for investing in growth companies that are benefiting from structural changes in business or consumption patterns, or from demographic patterns such as the ageing, declining population.
Will work alongside Chisako Hardie
Worked at Schroders since 1981
We are excited and bullish about the opportunity set in Japan both from an equity and multi-asset, risk-adjusted perspective.
Or why I don’t see any reason not to like Japanese stocks
2018 was a difficult period for the Japanese equity market.
Holdings will need to "plough through their own furrow"
Contagion risk with US and China trade war
Corporate governance improving