In this latest Working Lunch from Professional Adviser, investment specialist director Thomas Patchett shared the latest portfolio updates from the Baillie Gifford Japanese fund and discussed the impact of Trump's tariff policies on Japanese companies.
During this digital event recorded on 23 April, Patchett focused his presentation on 'A Fresh Perspective on Japan's Growth Potential'.
He explained Japan's market conceals a treasure trove of growth opportunities beyond its familiar façade, with digitalization, niche manufacturing, and gaming emerging as just some of the country's hidden gems ripe for discovery by long-term investors.
From Masayoshi Son to Super Mario, Japan's growth story is being rewritten by master crafters, iconic brands, and pioneering entrepreneurs who are transforming industries and opening doors to new markets across Asia.
In this session we covered:
- Putting the past into perspective. Why growth could emerge elsewhere.
- A sneak peek at some of Japan's leading areas of innovation: Get an insider's look at Japan's cutting-edge sectors, from digitalization to niche manufacturing, that are set to outperform expectations.
- Navigating Japan's cyclical challenges: Learn how to successfully navigate Japan's cyclical fluctuations, leveraging a long-term approach to capitalize on the country's hidden growth drivers.
