Investment Trust Outlook | Japan

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  • 47 mins 43 secs

GDP growth and government debt isn’t looking great in Japan, but does that matter when investing in equities? On the panel to discuss:

  • Chern-Yeh Kwok, Investment Manager, Aberdeen Japan Investment Trust PLC, Aberdeen Standard Investments
  • Praveen Kumar, Investment Manager, Japanese Equities Team, Baillie Gifford
  • Nicholas Weindling, Portfolio Manager, JPMorgan Japanese Investment Trust, J.P. Morgan Asset Management
  • Masaki Taketsume, Manager, Schroder Japan Growth Fund, Schroders

Learning Objectives:

  1. Why fund managers are increasingly distinguishing between old and new Japan
  2. The role of China as a market for and as a competitor to Japanese companies
  3. The implications of digitization for Japan


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