Despite the recent rally, many fund managers and analysts are cautious about the Japanese technology...
Despite the recent rally, many fund managers and analysts are cautious about the Japanese technology sector, seeing it as overpriced and rising too fast. Andreas Schusper, a member of the management team at F&C Anglo-Nippon Unit Trust, believes a reduction of inventories is driving the sector. 'Demand is recovering because inventories have been used up and old orders have been sold off,' he says. Enthusiasm over recovery in the US market has also benefited the sector because it is largely export-driven, says Schusper. Despite positive signs for the Japanese technology sector, Schuspe...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes