She suggests looking for global champions in industries with secular growth drivers and domestic market leaders in under-penetrated industries in Japan.
Speaking with Square Mile’s Investment Research Analyst, Ajay Vaid, they discuss:
- 1. How Japan’s investible universe offers investors exposure to global champions
- 2. Where the opportunities can be found given the recent market drawdown
- 3. Why ESG considerations are important when investing in Japan and how they are improving
To find out more visit https://www.fssaim.com/uk/en/intermediary/insights/japan/focusing-on-the-fundamentals.html