Investors should overweight the beneficiaries of reopening, according to Credit Suisse.
FSA compares two Japanese equities products: the FSSA Japan Equity Fund and the T Rowe Price Japanese Equity Fund.
FSA compares two Japanese equities products: the Pictet Japanese Equity Opportunities Fund and T Rowe Price Japanese Equity Fund.
Some of Japan’s under-researched small- and mid-cap companies may be hidden gems that the broader investment world knows little about, according to Sophia Li, portfolio manager at First State Stewart Asia.
Japanese companies are world leaders in several disruptive technologies, and the government is behind them, said Old Mutual Global Investors’ portfolio manager Rob Weatherston.
The downgrade follows expectations of limited further policy support in a negative rate environment, according to Thomas Poullaouec, managing director and head of strategy and research for Asia Pacific at State Street Global Advisors.
Europe and Japan equities are favoured, but a key investment risk is China’s GDP surprising to the downside, said Edmund Yun, executive director and head of investment for Asia, who shared his second half views with Fund Selector Asia.
AB likes to uncover cheap stocks that are out of favour, according to Stuart Rae, chief investment officer of Asia Pacific ex-Japan equities.
Zurich’s fund selectors are way more enthusiastic about Japanese equities than their counterparts in any other country.