The Olympics are in full swing. All eyes are on Japan and we also turn our attention to the country’s economy which is expected to recover in 2H21. Japan corporates reported a strong set of earnings for the financial year ending March 2021. We believe opportunities lie in fundamentally strong sectors that have been mis-priced.
Focus on companies that leverage on global demand. These include corporations that have a competitive edge in semiconductor production equipment, trading companies, industrial automation, autos, and video gaming sectors.
But with new virus waves bearing down on consumer confidence, tread carefully on domestic sectors such as cosmetics and banks. They bear downside risks unless they can overcome domestic weakness with substantial overseas exposure.
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Simply click on the stock name above for direct access to our online funds investment platform.
Search for the stock name under the “Invest” tab.
Gain exposure to Japan equities through a diversified and disciplined investment approach.
The JPM Japan Equity fund is a growth-oriented portfolio of 40-80 holdings, with a notable tilt towards structurally attractive sectors, such as in the New Economy.
An unconstrained investment approach is adopted, focusing on the best investment ideas to pursue high alpha.
You can also contact your RM to find out more on Japan Semis: Building Blocks of Innovation –Auto-callable Recovery Coupon Performance Note if you are looking for digital economy names and potentially higher returns.
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