While the anaemic growth of Japan’s lost decade still lingers in the minds of investors, the land of the rising sun is home to the world’s third largest stock market. We talk to Sophia Li, portfolio manager at FSSA Investment Managers, about why investing in a stock market is different to investing in an economy, and some of the attractive characteristics of Japanese companies she has uncovered as an investor concentrated on this market over the past 5 years.
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The next FSSA Investment Managers podcast will explore emerging pockets of opportunities in a post COVID-19 Japan.
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