298. Why Japan is due for a review of investor perception

FundCalibre - Investing on the go

25-01-2024 • 14 minutos

Richard Kaye, manager of Comgest Growth Japan, covers a range of topics relevant to investors today, beginning with insights into ongoing reforms at the Tokyo Stock Exchange, emphasising the need for genuine change driven from within companies.The discussion then shifts to the inflation outlook for 2024, the irregularity of the yen's situation and what these two things mean for foreign investors. Richard explains why the fund has roughly 20% in semiconductors and concludes with reflections on the Nikkei's success, foreseeing continued momentum into 2024.

What’s covered in this episode:

  • What are the Tokyo Stock Exchange reforms?
  • …and what do they mean for investors?
  • Japan’s inflation story and why tides may be turning
  • What does the weak yen mean for foreign investors?
  • Why is the weak yen irregular?
  • The funds exposure to semiconductors
  • Why semiconductor companies are more than just artificial intelligence
  • Can momentum in Japan continue into 2024?
  • How quality growth companies are positioned

More about the fund:

Comgest Growth Japan is a concentrated portfolio of only 30-40 high quality long-term growth companies that are either head-quartered, or carrying out their predominant activities, in Japan. The managers believe that Japan is full of under-researched companies with great capital discipline, barriers to entry and growth. Their mission is to find them.

Learn more on fundcalibre.com

Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.

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