Bank of Japan’s injection of liquidity could help funds soar
Mon May 23, 2011
Unfazed by natural disasters, a handful of dedicated Japan enthusiasts swear by the hidden alpha in an economy that has not yet had its day
When the March 11 Tohoku earthquake and tsunami and the
subsequent crisis at Fukushima nuclear power plant burst into
the news headlines, Japan was suddenly the focus of global
Within the international hedge fund community, this was
arguably the first serious attention the country had been paid
in a long time. Natural and nuclear disasters grabbed the
headlines, but few had shown interest in the Japan investment
It seems Japan’s is a tale of continued slow
decline thanks to stalemate party politics and unfavourable
demographics, not least its aged population. In terms of
attracting investor attention, Japan has to jostle with the
razzle-dazzle of prodigious year-on-year economic growth in
China and India. Yet investors who think Japan’s
day is done, and who sideline it are missing out on a cadre of
stellar fund managers producing solid, steady returns.
The question is...
ISSN: 2151-1845 / CDC10004H
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