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...
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