Despite entering a recession, we believe there are still pockets of opportunities in Japan. As a matter of fact, Sophia Li, portfolio manager of the FSSA Japan Equity Strategy, argues that some companies benefited from the pandemic and it even accelerated the adoption of their products and services.
In this second conversation, Sophia will be discussing:
· How the strategy is positioned to navigate the challenging landscape
· Structural tailwinds from the 5G revolution
· How Japanese corporates could emerge stronger than global peers
This two part series was recorded in conjunction with the 5-year anniversary of the FSSA Japan Equity Strategy. Click here to watch the first conversation.
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