Podcasts

22 September 2021 | Paul Dixey

What about Japan?

In Episode 14, Paul and Tim discuss the merits of investing in Japan

 

KEY POINTS

01:56 - Until very recently, the Japanese stock market has been left behind by other developed markets and I ask Tim why this has been the case

04:25 - Tim’s fund, the Vermeer Global Fund, has had a high exposure to Japan since launch and I ask what he finds appealing about Japanese companies at the moment

07:13 - Despite the political uncertainty from Prime Minister Suga's resignation and a slower recovery from the pandemic relative to other parts of the world, why Tim has turned even more bullish on Japan in recent weeks

11:04 - The interesting themes and stocks the fund is invested in

15:51 - While Tim is clearly optimistic on Japan, we finish discussing the risks to investing in the Japanese stock market

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