Japan / Far East

JAPAN experts have said the country's economy is merely pausing for breath after every fund in the IMA Japan sector lost value since the start of the year.

PHILIP Ehrmann is limiting exposure to Australia in his newly acquired Jupiter Asian fund amid concerns the country is not growing at the same rate as Asia.

CHRIS Taylor, manager of the £6.8m Neptune Japan Opportunities fund, believes his lack of exposure to outperforming ‘mega caps' will pay off before the end of the year.

LESLEY Kaye, GAM's investment director, admitted its Japan funds had struggled this year after the yen weakened against the US dollar - but he remains optimistic for the future.

THE long term investment environment in Asia remains positive despite recent political instability in the region, according to Baring Asset Management (Barings).