INVESTING SHOW: Is Japan a golden 適切な時期 for 投資家s in the coronavirus 嵐/襲撃する?

As coronavirus shut 負かす/撃墜する economies around the world, Japan stood out as one of the countries that managed to 避ける a hard lockdown.

There were 恐れるs that Japan with its 年輩の 全住民 would 苦しむ ひどく in the coronavirus pandemic, but deaths have been low and its cash-rich companies have 証明するd 強健な.

Japan’s economy has taken a 攻撃する,衝突する but Nicholas Weindling, 経営者/支配人 of the JP Morgan Japanese 投資 信用, says that the country has not been 影響する/感情d as 不正に as many people thought it would be.

Does that mean that the land of the rising sun ? thought of by many 投資家s as the land of the 誤った 夜明け ? 現在のs an 適切な時期 for 投資家s in the coronavirus 嵐/襲撃する?

Nicholas, who is based in Tokyo, joins Simon Lambert and Richard Hunter on this episode of the 投資するing Show to discuss how Japan has 天候d Covid-19 and where he sees long-称する,呼ぶ/期間/用語 prospects for growth in its 株式市場.

The 基金 経営者/支配人 argues that while many 投資家s will think of 全世界の big 指名する Japanese companies when they consider the country, this is not where the chances to 利益(をあげる) 嘘(をつく).

Instead, he says that the companies その上の 負かす/撃墜する the 規模 (電話線からの)盗聴 into Japan’s 消費者 economy and helping fellow 商売/仕事s adapt to the 数字表示式の world can 供給する returns.

He says: ‘We’re 投資するing in 広大な/多数の/重要な companies that happen to be in Japan, not in the Japanese market itself.’

JP Morgan Japanese 投資 信用?

現在進行中の 告発(する),告訴(する)/料金s: 0.69%

賞与金 / 割引: -10.2%?

Size: £1.12bn

業績/成果:

信用?

Yr-to-date: 19.3%?

One-year: 26%

Five-year: 100.3%

?部門 ave

?Yr-to-date: 4.75%

One-year: 9.6%

Five-year: 75.7%

Data source: AIC, 29/6/2020

The JP Morgan Japanese 信用 is up 19.3 per cent since the start of 2020, compared to a 4.75 per cent 伸び(る) for the AIC 部門 普通の/平均(する) 信用.

It has 現在進行中の 告発(する),告訴(する)/料金s of 0.69 per cent and 株 現在/一般に 貿易(する) at a 10 per cent 割引 to 逮捕する 資産 value.?

競争相手 信用s 含む Baillie Gifford's 高度に 率d pair Baillie Gifford Japan and 向こうずね Nippon, which 投資するs in smaller companies, along with Fidelity Japan and Schroder Japan growth.

Nicholas says that while people often think of Japan as a very high-tech country ? and in some places, such as Tokyo it is ? much of the 残り/休憩(する) of the nation has some catching up to do with the 残り/休憩(する) of the world

He says: ‘In many ways Japan is lagging behind the 残り/休憩(する) of the world and that is the 重要な 適切な時期. In Japan e-商業 is only about 8 per cent of total sales. It’s still very low and that is an 適切な時期.’

He also 特記する/引用するs Japan’s low level of card 支払い(額)s, with 80 per Nicholas Weindling cent of 処理/取引s still done in cash ? something which he says is going to change.

Nicholas argues that this means that for 投資家s this means that the country’s companies have その上の to run ーに関して/ーの点でs of growth that other major markets, such as the US, where much of the 数字表示式の world’s 伸び(る)s have already been made.?

There were fears that Japan with its elderly population would suffer heavily in the coronavirus pandemic, but deaths have been low and it has avoided a strict lockdown

There were 恐れるs that Japan with its 年輩の 全住民 would 苦しむ ひどく in the coronavirus pandemic, but deaths have been low and it has 避けるd a strict lockdown

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