Ten stocks to win if Abenomics fails

After Shinzo Abe took power late last year, Japan has been 2013's undisputed success story.

The Nikkei is up 50% year-to-date as Abe's huge program of quantative easing pushes the Japanese economy towards meaningful inflation for the first time in a generation. But as investors anxiously wait for Abe's ‘third arrow' - which includes a planned rise in the country's unpopular consumption tax - managers have been keen to position their portfolios to avoid the worst should Abenomics fail. Nicholas Weindling, manager of the £479m JPM Japanese investment trust, said there are a number of other compelling opportunities beyond the benefits of Abenomics, seen most prominently in fina...