James Pulsford, manager of the Deutsche Japan Growth Trust Since September last year, newsflow in...
James Pulsford, manager of the Deutsche Japan Growth Trust Since September last year, newsflow in Japan has generally remained poor and the equity market has remained depressed. The past quarter has seen economic data in Japan getting significantly worse while government efforts to implement much needed structural reforms appeared to have stalled. Sentiment has also been undermined by rumours of a number of bankruptcies among the major banks. Although recent economic data may have shown some improvement outside Japan, it is too early to say if this will provide sufficient stim...
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