Investments in Japan could produce bumper returns this year, according to statements from both SG Asset Management and JPMorgan Fleming.
JPMF says in its latest market outlook that while earnings in the US remain strong, they probably peaked in the fourth quarter of last year, but Japanese companies by contrast could see improvements by up to 40% this year. Neiloy Ghosh, fund manager of the SGAM Japan Growth Fund is still slightly cautious about the short-term improvements because of the country’s position in the current economic cycle. However, the country is still a geared play on global recover, so the longer-term picture should see significant improvements, Ghosh adds. ”In addition to the many self-help measures...
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