Growth has outperformed value in Japan this year, as it has for quite some time. However, there are distinctive qualities to growth and value in Japan which mean they each offer something different to a portfolio. In particular, value investing in Japan offers a potentially more exciting opportunity set with a catalyst for recovery that doesn’t rely on a global shift of interest rate regime or economic environment.
02 Dec 2020
Can you teach an old dog new tricks?
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Can you teach an old dog new tricks?
AVI Japan Opportunity Trust Plc (AJOT:LON), 127 | CC Japan Income And Growth Trust (CCJI:LON), 0 | JPMorgan Japanese Investment Trust (JFJ:LON), 509 | JPMorgan Japan Small Cap Growth & Income PLC GBP (JSGI:LON), 302 | Baillie Gifford Shin Nippon PLC (BGS:LON), 114
- Published:
02 Dec 2020 -
Author:
David Johnson -
Pages:
5
Growth has outperformed value in Japan this year, as it has for quite some time. However, there are distinctive qualities to growth and value in Japan which mean they each offer something different to a portfolio. In particular, value investing in Japan offers a potentially more exciting opportunity set with a catalyst for recovery that doesn’t rely on a global shift of interest rate regime or economic environment.