In the most recent data, Japan’s economy shrank less than forecasted during the first quarter of the year. With the vaccination program on high gear, are we finally seeing light at the end of the tunnel for Japan?
Tune in to a webcast with:
Sophia Li, Portfolio Manager, FSSA Investment Managers
Graham Fox, Head of Distribution, EMEA, First Sentier Investors
where they discussed how despite the macro environment, there are hidden gems with sustainable growth potential in Japan. They also touched on how Japanese companies and consumer behaviors have changed post pandemic and how the portfolio is positioned to navigate this shift.
Part 1: A different perspective: Why Japan? (7 mins)
Part 2: Investment philosophy and portfolio positioning (10 mins)
Part 3: Q&A: Japan’s opportunity set and COVID beneficiaries (15 mins)
Part 4: Q&A: Sector rotations, lessons learned and benefits of having a net cash position (14 mins)
Part 5: Q&A: Valuations and progress from an ESG perspective (7 mins)
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