OBSR's Amaya Assan and Richard Whitehall reveal their top fund picks.
Where once the innovative Japanese economy was held up as the example that others should follow, it is now seen as the deflationary experience that others should strive to avoid. It is, therefore, not surprising that Japanese equity has become an ignored asset class for many investors. However, investors may be surprised to learn that the FTSE All-Share index underperformed the TOPIX, Japanese All-Share index, by 1.29% pa over the past three years when the returns are measured in sterling. 2010 was a year of mixed signals from the Japanese economy. Economic output has been strong with...
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