Sizing up Japan

large cap Jamie Jenkins, manager of the F&C Japanese Equity fund argues the case for investing in large-cap stocks The recent strong performance of stocks in Japan may have come as a surprise to many, however, despite increased volatility the outlook is positive for large caps, according to Jenkins. He says a leap in banking stocks and strength in export-focused sectors at the end of March 2006 pushed the Nikkei 225 index above 17,000 for the first time in more than five years, which may have come as a surprise for investors, more familiar with disappointing news from the Japanese market ...