Evidence mounts of broader Japanese recovery says JPMF

clock

A 10% loss on Japan's Nikkei 225 index since the third week of April is no reason to panic given the country's strong fundamentals supporting corporate profitability, suggests Stephen Mitchell, manager JPMorgan Fleming Japanese investment trust.

Some fears have been expressed about China’s need to reduce the rampant economic growth experienced in some parts of that country, and the effect this could have on Japan’s exporters and manufacturers already operating within China. China’s infrastructure in particular is straining under the levels of trade now flowing to and from the country with stories of cargo ships being forced to wait up to 10 days to dock and railways unable to physically carry any more goods to and from major ports. Government attempts to dab the brakes in China will not hurt Japanese firms: if anything they s...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

SEI to launch two LTAFs in private markets 'expansion'

SEI to launch two LTAFs in private markets 'expansion'

‘Mansion House ambition’

Cristian Angeloni
clock 03 July 2026 • 1 min read
Darius McDermott: Building a resilient portfolio in a concentrated market

Darius McDermott: Building a resilient portfolio in a concentrated market

'A well-balanced portfolio should also take in the broadest possible range of growth opportunities'

Darius McDermott
clock 01 July 2026 • 5 min read
Fahad Hassan: Progress on many fronts

Fahad Hassan: Progress on many fronts

'Financial markets are increasingly pricing in a more benign inflation environment ahead'

Fahad Hassan
clock 01 July 2026 • 5 min read