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)
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