Investors should overweight the beneficiaries of reopening, according to Credit Suisse.
Tag: Japanese Equities
HEAD-TO-HEAD: FSSA versus T Rowe Price
FSA compares two Japanese equities products: the FSSA Japan Equity Fund and the T Rowe Price Japanese Equity Fund.
HEAD-TO-HEAD: Pictet versus T Rowe Price
FSA compares two Japanese equities products: the Pictet Japanese Equity Opportunities Fund and T Rowe Price Japanese Equity Fund.
Looking for alpha in Japan’s small caps
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.
In Japan, focus on government-backed disruptive tech, says OMGI
Japanese companies are world leaders in several disruptive technologies, and the government is behind them, said Old Mutual Global Investors’ portfolio manager Rob Weatherston.
SSGA cuts Japanese, European equities to neutral
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.
BMO PB overweights European equities
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.
Finding cold stocks in a hot region
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 fund buyers have faith in three arrows
Zurich’s fund selectors are way more enthusiastic about Japanese equities than their counterparts in any other country.
