Choices in sector have narrowed
The 40-year bull market ended over a year ago
Uncharacteristically immune to global risks
As equity valuations appear ever more stretched, and with rate rises in the US imminent and geopolitical concerns increasingly in focus, one hedge fund strategy in particular stands out as compelling.
Having been to Japan a handful of times, what strikes me most is the juxtaposition of the latest technology paired with old habits.
Some companies trading at 50% discount