Japanese stocks appear to be vulnerable to a multitude of risks.
One-on-one meetings with portfolio managers
Many investors are worried about the potential impact of the coronavirus. Only one case has been reported in Japan so far, though the authorities have quarantined a cruise ship with affected passengers on board.
Asian equity markets have underperformed developed markets since around the taper tantrum in 2013, driven partly by monetary policy and tax cuts in the US and partly by investors’ caution on Asia.
Active funds took 'brunt of selling' during the month
Predicts virus will be contained in March
Opportunities in EMs such as Indonesia and Myanmar
Counting the potential cost of the outbreak