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...
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