Uncertainty over future of investments in Japan

After a particularly turbulent 2000 for Japanese equities, analysts are divided over whether the market, and the economy in general, will recover during the course of this year. Some of the more pessimistic forecasters predict that if the threatened hard landing does occur in the US, the ensuing slowdown in Japanese exports to America could force Japan back into the clutches of recession. But despite such fears, many fund managers in charge of global portfolios are still overweight in Japan and positive about the long-term economic outlook. Director of Exeter Fund Managers Richard Scott ...