Country Life
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March 16, 2021
Chern-Yeh Kwok, manager of the Aberdeen Japan Investment Trust, says there is real value in Japanese markets, but it is often overlooked by investors.
Japanese companies are used to dealing with a tough backdrop and their natural caution served them well in 2020
The Japanese market thrived amid widespread volatility last year, rising 16%
Japanese companies reflect many of the most important growth themes in the post-Covid environment
In the rush to capitalise on China’s rapid growth, investors have often neglected Asia’s other dominant economy – Japan. Japanese companies are not only beneficiaries of Chinese growth but are plugged in to other key growth themes in the global economy – digitisation, robotics, electric cars, a rising middle class – yet they remain only lightly explored by investors.