A 360° View on the Japanese Market26 . 10 . 2018
In this week’s podcast, Michael Paul, fund analyst at Brewin Dolphin, takes a look at the prospects for the Japanese market from a number of angles. First he gets a macro insight from Guy Foster, Brewin’s Head of Research. Guy lays out his relatively positive outlook; topics moving between the improving corporate performance, the reasonable equity valuations and his views of the currency. Later Mike talks to Matthew Brett of Baillie Gifford and Andrew Rose of Schroders, growth and value investors respectively, for their bottom up view of the opportunities in the market.