In this second episode, we will be speaking to Sophia Li, portfolio manager of the First State Japan Equity Fund, on the pockets of opportunities that she sees emerging in Japan despite the challenging outlook.
She will also be discussing how a once heavily criticized habit of Japanese corporates is enabling them to emerge stronger than global peers.
Watch the video now:
This is a two part series on the First State Japan Equity Fund, in conjunction with its 5 year anniversary. If you missed the first episode, you can re-watch it here.
We hope you enjoy the conversations and as always, we welcome any views and feedback. If you would like to know more about the First State Japan Equity fund, please do not hesitate to speak to the team.
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