By Jenne Mannion Masato Kawada, small cap Japan fund manager at INVESCO, is bullish on Japan over th...
By Jenne Mannion Masato Kawada, small cap Japan fund manager at INVESCO, is bullish on Japan over the long term but thinks there could be a stock market correction within the next year. He anticipates the correction ahead of interest rate increases expected in early 2001. These rises, although likely to be small, will lead to the drying up of stock market liquidity and an end to the current rally. Kawada is fund manager of the £120m INVESCO Japan Discovery Investment Trust and its open-ended mirror version the £93.6m INVESCO GT Japan Smaller Companies unit trust. He is based in Tokyo w...
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