The FSA Spy market buzz – 19 April 2024
Doom and gloom on China, Peaks and troughs from First Sentier, Ninety-One looks at failure, Lombard Odier’s good news, Corporate jargon hell, Visit cheap Japan and much more.
Ng said both funds are under the management of an experienced team.
For AB, Tokyo-based sole manager Atsushi Horikawa has nearly 30 years of experience. He was appointed as chief investment officer for Japan value equities at the firm, to head a team of investment professionals covering domestic companies.
In this fund, Horikawa’s decision-making process is well-supported by quantitative and sector analysts based globally, Ng added.
Turning to the JPM fund, lead manager Nicholas Weindling works closely with co-managers Miyako Urabe and Shoichi Mizusawa.
Three of them are country specialists for the Japan market and all belong to the broader emerging markets and Asia-Pacific equities team. Within the wider group, Mizuawa is head of Japan, leading around 10 individuals dedicated to country research.
Ng said JP Morgan has allocated resources to the Japanese stock research coverage over the recent decade despite the subdued market performance.
Doom and gloom on China, Peaks and troughs from First Sentier, Ninety-One looks at failure, Lombard Odier’s good news, Corporate jargon hell, Visit cheap Japan and much more.
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