Japan debate

Author: Interactive Financial Adviser
IFAonline | 11 Feb 2010 | 15:19

Categories: Japan / Far East

Topics: S&P| Martin Currie| Neptune| | Conjecture| interactive financial adviser

japan

The last 20 years have been notoriously difficult for Japanese equities.

Despite these difficulties there have always been opportunities to make positive returns for the shrewd investor. Investment in certain Japanese sectors is also seen as a way of indirectly accessing China's recent growth. With a new government now in place and fiscal policies designed to revive the economy currently being implemented is now the time to up weight Japan in client portfolios.

The latest Conjecture panel includes:

Chris Taylor - Fund Manager, Neptune Japan Opportunities Fund, Neptune

John-Paul Temperley - Co-manager, Martin Currie Japan Alpha Fund, Martin Currie

Guy Boden - Global Head of Equities, Fund Research, Standard & Poor's

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