Japan is best placed to buck the impending global economic slump, according to Bedlam Asset Management.
The investment firm, having recently met with over 30 firms in the region, says Japan is “very likely” to outperform UK, US and Chinese equities over the next 12 months. Market returns over the last 18 months have been poor in Japan, which has been reflected in the returns of Japan funds. But Bedlam says a turnaround in consumer fortunes, plus optimism over price and inflation expectations mean the region can offer excellent opportunities in the near future. A spokesman for the firm says: “Many investors have thrown in the towel over the last eighteen months. Market returns and those ...
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