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Japan Equities February 2021
Looking back over 2020, a challenging year for many reasons, there were two key investment decisions that helped the performance of the FSSA Japan Equity strategy.
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Japan – land of hidden gems
Strategists often argue that Japan is perhaps the most cyclical market amongst the major global economies, with profits highly correlated to global trade. We disagree.
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Maintaining conviction on Japan equities
The performance of the FSSA Japan Equity strategy has been under pressure year-to-date, driven by a violent style and sector rotation from quality growth to financials and cyclical companies.
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Japan Equities Update - October 2021
In our last client update in February 2021, we discussed the reasons we resisted the temptation to switch into pure cyclicals and so-called “value” stocks — even though we had anticipated a sector rotation in the market (the TOPIX subsequently peaked in March 2021).
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Japan Equities February 2022
The FSSA Japan Equity strategy declined by 3.0% in December and 18.8% over the month of January, driven first by a sharp “growth to value” rotation and then a sell-off by foreign investors from mid-January onwards. This has been a global phenomenon, with high-valuation growth stocks in most developed markets facing similar sell-offs on concerns about inflation and interest rate hikes.
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Japan
Learn more about investing in Japanese equities with FSSAIM today. Our Japan investment fund strategies aim to achieve sustainable, long term growth.
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Riding out volatility with quality companies
Given inflation levels are picking up around the world, why is this not a problem in Japan? There are fundamental differences in Japan’s economy to explain this. First, underlying consumption has stood still in the past decade or so.
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Positioning for resilience in volatile times
FSSA Investment Managers has been investing in Asia and global emerging markets for three decades.
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How should investors position themselves during periods of market volatility?
Fund Manager Q&A
- Leading medical equipment company in Japan
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Insights
Read the latest news and investment insights from FSSAIM's leading investment experts. We're specialists in APAC and Global Emerging Markets investments.
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Our funds
Discover our range of APAC & Emerging Markets (EM) funds today. FSSAIM are investment specialists for China, India, Japan and emerging market equities.
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Distributions
View the distribution information of our funds.
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Price and performance
View the latest price and performance (%) of our funds.