The last 20 years have been notoriously difficult for Japanese equities.
Despite these difficulties there have always been opportunities to make positive returns for the shrewd investor. Investment in certain Japanese sectors is also seen as a way of indirectly accessing China's recent growth. With a new government now in place and fiscal policies designed to revive the economy currently being implemented is now the time to up weight Japan in client portfolios.
The latest Conjecture panel includes:
Chris Taylor - Fund Manager, Neptune Japan Opportunities Fund, Neptune
John-Paul Temperley - Co-manager, Martin Currie Japan Alpha Fund, Martin Currie
Guy Boden - Global Head of Equities, Fund Research, Standard & Poor's
Click the relevant link below to listen to this debate.
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