Japanese companies

Capitalising on local companies

Japanese equities have been routinely shunned by global allocators for decades.

The Japanese stockmarket offers opportunities for investing in growth companies that are benefiting from structural changes in business or consumption patterns, or from demographic patterns such as the ageing, declining population.

Unloved for a generation, Japan's equity markets are coming back into favour - and for good reason.

Increased share buybacks

Global markets have fluctuated since the end of 2017, due to the Federal Reserve's accelerated tightening, trade frictions and European political risks.

We believe Japan is slowly emerging from its long period of deflation.

Stronger yen a risk