JPMorgan and IFDC

Onshore fund JPMorgan Japan Bambos Hambi, head of multi-manager at Gartmore We have been overweight in the Japanese market for two years but have become more optimistic as we believe government-driven reforms should boost the economic recovery and the market's potential. Japan has endured 15 years of bear markets as the excesses of the 1980s gave way to crushing deflation in the 1990s. After a number of false dawns for Japan's recovery, prime minister Koizumi's reform agenda is beginning to deliver results. In September, following the rejection of the government's bill to privatise ...