The FSA Spy market buzz – 28 March 2025
JP Morgan Asset Management gets enhanced; Thailand wants some leverage; Natxis is surveying the world; A billionaire here, another there; Business social media lunacy; Andrew Carnegie’s wisdom and more.
Progress with reforms under “Abenomics” and improving corporate profits have been some of the key themes that fund managers have looked at when investing in Japanese equities.
Profits have been on an upward trend thanks to structural reforms, Rob Weatherston, portfolio manager of the Old Mutual Japanese Equity Fund, said previously. Valuations of Japanese equities in the context of developed markets have also become more attractive.
Jonathan Reoch, Blackrock’s lead product strategist for Asian equities, said that Japan is significantly leveraged to the global upturn. He added that some of the policy moves and the political stability in Japan is widely underappreciated by foreign investors.
Japanese equity funds, particularly those that focus on small- and mid-caps, have been one of the best-performing sectors in Hong Kong and Singapore based on a three-year horizon to end-2016, as reported.
Against this backdrop, Don Yew (pictured above), a Hong Kong-based analyst for manager research at Morningstar, provides a comparative analysis of the Aberdeen Global Japanese Equity Fund and the Eastspring Investments Japan Dynamic Fund.
JP Morgan Asset Management gets enhanced; Thailand wants some leverage; Natxis is surveying the world; A billionaire here, another there; Business social media lunacy; Andrew Carnegie’s wisdom and more.
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