The Japan Story

Sun Jan 1, 2006


 


Japan may be located in Asia but the performance as a market behaves in an almost uncorrelated fashion to its regional neighbours

Niki Natarajan, InvestHedge
 
Given that Jon has helped us isolate Japan as an investment category in its own right, it is important to understand what the real story in Japan is now? It was always seen as the forerunner of anything that happened in Asia, which is why it is often considered a market in its own right. Is Jon's pessimistic view of Japan in the long term valid, or does Japan need to be observed at arms length from the outside to really be appreciated?

Paul Storey, AsiaHedge
 
Just to set the scene here a little bit. Japan, in terms of assets under management growth, increased slightly over 20% in the first six months of the year - up to about $28 billion. Before that it...

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