Japanese corporates have remained resilient despite the pandemic, many are cash-rich. This, amongst other things, makes the Japan stock market attractive, also because compared to global peers, it is still cheap. We spoke to Ivailo Dikov, Portfolio Manager at Eastspring Investments, about the potential for value-driven opportunities in Japan.
#JapanEquity #ValueInvesting #CapitalMarketsTalk
____
SUBSCRIBE TO THE CHANNEL: / @capitalmarketstalk
Focus on China:
• China Economy: Better Prepared for Macroec...
Asian Fixed Income:
• Asian high yield at attractive levels
All Capital Markets Talk videos:
• China Economy: Better Prepared for Macroec...
Capital Markets Talk Discussion:
/ @capitalmarketstalk
Check all videos:
/ @capitalmarketstalk
Most popular videos:
/ @capitalmarketstalk
How fast will China‘s economy recover: • How fast will China‘s economy recover?
China economy: Recovery will take time: • China Economy: Recovery after COVID-19
コメント