‘Japan value rally is already over’
Optimism about an imminent end to the coronavirus lockdowns and the announcement of substantial financial support packages has boosted value stocks worldwide, and Japan has been no exception. But in the land of the rising sun, the value rally already seems to have run out of steam. Richard Kaye, manager of the Comgest Growth Japan fund, knows why.
‘Return of domestic investors to trigger Japan rally’
The return of private Japanese investors to the stock market could trigger a real rally, believes Richard Kaye, manager of the Comgest Growth Japan Fund. However, not all Japanese stocks will profit from this, he warns.