The Big Question: What are the best and worst investment calls in Japan today?

Simon Somerville, manager of the Jupiter Japan Income fund Politics and policy were the key drivers of the Japanese equity market in 2013 with the unveiling of Prime Minister Shinzo Abe’s economic revitalisation plan – Abenomics.  This is expected to dominate the investment environment in 2014, but attention will increasingly focus on the 2% inflation target, economic growth and structural reforms. As Abenomics is primarily domestically focused, we have concentrated our investments in businesses which generate a large proportion of profits from Japan. Financials should benefit from ...