Friends with benefits: How Japan’s industries are ideally placed to benefit from ‘friend-shoring’ trend
Semiconductor and automation sectores to gain from global supply chain relocation, according to macro commentators
Semiconductor and automation sectores to gain from global supply chain relocation, according to macro commentators
Japan has been more ‘Land of the False Dawn’ than ‘Land of the Rising Sun’ for investors over the past 30 years
Bad news for China doesn’t have to be bad news for Asia overall
Japan could be emerging from its post-bubble torpor, according to Zennor AM’s David Mitchinson
MGIM’s Matt Connor discusses unloved opportunities in the UK, Japan and among Asian small caps
SuMi Trust’s Tatsuya Suzuki discusses how investors can overcome barriers to entry to capitalise on India’s growth
Cardano’s Corné van Zeijl and David Goldberg discuss the global impact of rising inflation in Japan
Following retirement of founders Richard Cardiff and Angus Coupland last year
Changes signal a more global, multi-manager approach
Fund managers discuss where they are finding the most attractively-valued stocks
Axa IM’s Temperley and Premier Miton’s Greenwood on whether investors should be paying more attention to the region
Multiple portfolio changes in six months to 31 March