Japan’s equity market experienced a sharp growth to value rotation in January, followed by an indiscriminate sell-off by foreign investors as sentiment on the global economy turned pessimistic.
Below is a four-part series adapted from a live webcast the FSSA team presented in May.
Part 1: Focusing on company fundamentals to navigate uncertain times (16 mins)
Part 2: Portfolio positioning in an inflationary environment (10 mins)
Part 3: Q&A: New economy companies and portfolio valuation (7 mins)
Part 4: Q&A: ESG challenges and recent portfolio activities (12 mins)
The information, opinion, view or estimates presented in the webcast have been obtained from or based upon sources that First Sentier Investors (“FSI”) believes to be reliable and accurate at the time of issue but no representation or warranty, expressed or implied, is made as to the fairness, accuracy, completeness or correctness of the information. The views and opinions expressed were the views of the presenter at the time of issue and not necessarily views of FSI. Such views may change over time. To the extent permitted by law, neither FSI, nor any of its associates, nor any director, officer or employee accepts any liability whatsoever for any loss arising directly or indirectly from any use of this. The information herein is for information purposes only; it does not constitute investment advice and/or recommendation, and should not be used as the basis of any investment decision. The value of investments and the income from them may go down as well as up and you may not get back your original investment. Past performance is not necessarily a guide to future performance. The webcast should only be viewed by invitees of FSI and under no circumstances should it be further circulated to/accessed by any other (including retail) investors. The webcast shall only be used in accordance with the applicable laws in the relevant jurisdiction. In Hong Kong, the webcast is issued by First Sentier Investors (Hong Kong) Limited and has not been reviewed by the Securities & Futures Commission in Hong Kong. First Sentier Investors and FSSA Investment Managers are business names of First Sentier Investors (Hong Kong) Limited.
Reference to specific securities (if any) is included for the purpose of illustration only and should not be construed as a recommendation to buy or sell the same. All securities mentioned herein may or may not form part of the holdings of FSSA Investment Managers’ portfolios at a certain point in time, and the holdings may change over time.
First Sentier Investors (Hong Kong) Limited is part of the investment management business of First Sentier Investors, which is ultimately owned by Mitsubishi UFJ Financial Group, Inc. (“MUFG”), a global financial group. First Sentier Investors includes a number of entities in different jurisdictions.
To the extent permitted by law, MUFG and its subsidiaries are not responsible for any statement or information contained in this webcast. Neither MUFG nor any of its subsidiaries guarantee the performance of any investment or entity referred to in this webcast or the repayment of capital. Any investments referred to are not deposits or other liabilities of MUFG or its subsidiaries, and are subject to investment risk, including loss of income and capital invested.