Robert Horrocks, PhD Chief Investment Officer, Matthews Asia
Kenichi Amaki, portfolio manager at Matthews Asia, argues investors focusing on Abenomics and GDP growth are missing the 'bigger picture' of Japan capitalising on demand from within Asia.
While it is true Japan's domestic economy remains stagnant with negative real GDP growth for the second quarter 2015 figures, it is important to look beyond the headlines.
Kenichi Amaki, portfolio manager at Matthews Asia, describes three groups in the Japanese equity market that he believes can offer the best growth opportunities