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Investing in Japan: Is it worth buying into the Olympics host nation?


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It has been a difficult year for Japan. After some initial success managing the pandemic, its vaccine rollout has lagged and now the capital Tokyo is in its fourth state of emergency, just as the Olympics is due to start.
UK investors have largely neglected Japanese equities. Data from the Investment Association reveals investors hold £25.4billion in Japanese equity funds, including £1.3billion in Japanese Smaller Companies funds. This is equivalent to just 2.8 per cent of all equity funds from IA member firms.
While the Olympics may not provide a much-needed boost to the economy, the emergence of a new generation of companies may offer some compelling opportunities for investors. ....

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Navigating growth and value in Japan - Money Marketing


Money Marketing
Navigating growth and value in Japan
Could it be a suitable investment for different styles?
By
Paul Green
9
th March 2021
9:34 am
Having just completed a six-monthly review of the Japanese equity sector, we see there are many opportunities for investors to suit a range of investment styles.
The sector has navigated potential headwinds from Covid-19 and a change of prime minister relatively well.
Suga’s reassurances
Shinzo Abe’s resignation after nearly eight years was always a headline risk for international investors with exposure to Japan. Abe had provided a rare period of political stability in a country that had seen its fair share of prime ministers in the period leading up to his second term as leader in 2012. The Japanese equity market wobbled initially on the news that Japan’s longest-serving prime minister, and protagonist of the ‘three arrows’ of reform known as Abenomics, was step ....

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