BDT Invest has become bullish

BDT Invest, the emerging markets and Japanese specialist, has recently become more bullish, having increased its equity exposure from 25% to 40% total in the last half of August. A substantial proportion of that allocation is in Japanese equities. The fund has three times the weighting in Japanese equities it had at the end of June, and this is due partially to stock-specific opportunities, but it is also due to a more positive attitude by the fund managers towards Japan as a whole. Simon Dobson, who manages the Japanese part of the fund, said: 'I am encouraged by what is going on at t...