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The broader market has seemed to overlook a large number of companies in Japan that offer opportunities for value investing and are independent of interest rates, inflation or other macroeconomic expectations.
According to Schroders fund manager, Liam Nunn, one of the reasons why investors disregarded the potential opportunities in this part of the word was Japan’s slow economic growth and sometimes poor record on shareholder returns.
During the webinar, held on Wednesday, Nunn said that, in particular, his team was looking at the companies with strong balance sheets and those with management teams undertaking action against market mispricing and undervaluation.