Neptune's Boyd-Bowman: Why Japan is exciting from an income perspective

Neptune's George Boyd-Bowman, manager of the Global Income fund, assesses the impact of Abenomics on corporate Japan.

Japan has been caught up in the China-fuelled volatility over the past couple of months, but we remain committed to our significant overweight position. Whilst Japan's economic rejuvenation under Abenomics is well-known, Prime Minister Shinzo Abe's focus on improving corporate governance and shareholder returns has been overlooked by many. How reform in Asia is shaking up the dividend story As an income investor this excites us most about Japan. For a long time Japanese companies focused on stakeholders rather than shareholders. But Abe's Third Arrow-led Corporate Governance refor...