PA Portfolio: Is Japan's recovery on the rocks?

PA PORTFOLIO

clock • 4 min read

As disappointing Q2 GDP figures weigh on the Nikkei, Rebecca Jones asks three advisers whether they think Shinzo Abe can still pull Japan out of the doldrums.

Jason Hollands MD, business development, Bestinvest The Japanese market got a little ahead of itself in the first half of the year. In particular, there was a big boost from the devaluation of the yen but we have seen a lot of yo-yoing in recent weeks, which has had an impact on stock prices. Part of that is down to fears regarding the slowdown in China, which has caused a lot of money to flow into the yen. However, it is important to remember that, even though the yen has strengthened, it is still materially below where it was 12 months ago. Japanese companies exporting to the US sti...

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