Yutaka Uda, portfolio manager of the E.I. Sturdza Nippon Growth (UCITS) Fund discusses the opportunities available in the Japanese equity market over the short and long term.
Interview recorded 08/06/2018
Uda-san touches on the following subjects:
• Key growth areas for the Japanese economy in the next 2 to 5 years.
• Where he sees value in the short and long term.
• Will consumption tax have a negative effect on the Japanese market?
• What effect will the tightening of the Monetary Policy have on the Japanese economy?
• What levels will the market reach in the coming years?
Topics discussed include:
• Japanese Inbound Tourism
• Infrastructure Demand
• Labour Shortage
• Capital Expenditure
• Consumption Tax
• Japanese Monetary Policy
• Interest Rates & Inflation
The views and statements contained herein are those of Evarich Asset Management in their capacity as Investment Adviser to the Nippon Growth (UCITS) Fund as of 08/06/18 and are based on internal research and modelling. This does not constitute independent research and under no circumstances should the information contained therein be used as a recommendation to buy or sell any security or financial instrument or service or to pursue any investment product or strategy or otherwise engage in any investment activity or as an expression of an opinion as to the present or future value of any security or financial instrument. Nothing contained in Evarich Asset Management’s views and statements are intended to constitute legal, tax, securities or investment advice. The views and statements contain “forward-looking statements”. All projections, forecasts or related statements or expressions of opinion are forward-looking statements. Although Evarich Asset Management believes that the expectations reflected in such forward-looking statements are reasonable, it can give no assurance that such expectations will prove to be correct, and such forward-looking statements should not be regarded as a guarantee, prediction or definitive statement of fact or probability.
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