Value-style, growth-style or something in between? The bias conundrum for Japanese equities investors

Deep Dive into Japanese equities

clock • 5 min read

The phrase 'why bother' has often been used when thinking about investments in Japanese equities.

Looking at Morningstar's Net Flow data of flows into Japanese funds by UK investors over the past year would suggest many still feel that way today (see Figure 1, below). However, when we consider the reality of what a Japanese equity investment opportunity affords investors, one may argue that a different picture emerges. Why 'old school Japan' is disintegrating As a nation, Japan, like many Asian countries, has arguably dealt with the coronavirus pandemic more successfully than Europe, with the number of cases and deaths significantly below those seen in the UK. Turning to the...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Asia

Kepler Partners' Josef Licsauer: Why it could finally be Japan's time in the sun

Kepler Partners' Josef Licsauer: Why it could finally be Japan's time in the sun

'Once-moribund stock market'

Josef Licsauer
clock 16 July 2024 • 5 min read
Value Partners Group's David Townsend: Unlocking the potential of China's A-share market

Value Partners Group's David Townsend: Unlocking the potential of China's A-share market

For more than two decades, China's domestic stock markets have beckoned foreign investors with the promise of riding the wave of the nation's phenomenal economic expansion.

David Townsend
clock 20 June 2024 • 4 min read
Chikara's Andrew Draycott: A letter from India

Chikara's Andrew Draycott: A letter from India

'Everything starts to make more sense'

Andrew Draycott
clock 19 June 2024 • 4 min read
Trustpilot