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