Yutaka Uda discusses Japanese equities

Yutaka Uda, portfolio manager of EI Sturdza Nippon Growth (UCITS) Fund, discusses the four key elements of the increasing prosperity of Japanese funds. A contrast is established between the emerging capacity constraints and a serious labour shortage, whilst improvements in trade balance are set against newly cheap labour costs. Uda-San also notes that the consumption and investment will be stimulated by a sharp increase in tourism sector and that EPS will continue to set record highs.