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JPMorgan: Olympics or no Olympics, Japan is ready to thrive
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28 May, 2021 at 07:00
Thanks to everyone who tuned in to watch last week’s virtual event with Nicholas Weindling of
JPMorgan Japanese (JFJ) investment trust.
Weindling, a Citywire AA-rated fund manager based in Tokyo, spoke eloquently about why Japan was a growth stock market that defied expectations.
In the recording, Weindling explains:
the importance of investing in Japan’s dynamic modern businesses, not the old corporate dinosaurs of the past;
how Japan is a laggard in IT, but precisely for that reason offers lots of leading technology specialists with years of growth ahead of them;
and, similarly, that because Japan lacks natural energy resources, the country’s renewables sector is another exciting area of opportunity.