News

‘Godzilla moment’ predicted for Japan

Godzilla, Hotel Gracery ShinjukuAn asset manager has foretold that the Japanese economy will come alive like a mighty sea monster awakened by radiation. Four Seasons Asia Investment, a Singapore-based firm specialising in Japanese equities, says factors such as improving productivity and rising wages will combine to create the electrifying effect. According to Shigeka Koda, chief executive, “profound changes are now underway in the Japanese economy and in the Japanese society, this translates to the awakening of the sleeping giant”. “We believe that this is a ‘Godzilla’ moment for Japan when all these mega-trends combine to create massive changes and major opportunities for experienced Japan investors.” Four Seasons Asia Investment will launch its flagship long-only Japanese equity Ucits fund in September. The fund will give accredited investors access to a strategy that was formerly open only to institutional clients. ©2018 funds global asia

Executive Interviews

Interview: Money needs a place to go

Mar 11, 2019

Peng Fei, chief investment officer at Wanwei Asset Management, tells Romil Patel about allocating capital across risk factors when asset performance is uncertain and unpredictable.

INTERVIEW: Giving peace a chance

Jan 11, 2019

As US-China tensions escalated in 2018, the leaders of the two economies met in Buenos Aires to agree a truce. Aidan Yao, senior emerging Asia economist at Axa Investment Managers, talks to Romil...

Roundtables

Singapore roundtable: A money magnet

Mar 11, 2019

Our panel discussed why the Singapore Variable Capital Company makes them bullish, what gives the onshore jurisdiction an offshore feel and “blood on the streets” from China’s slowdown. Chaired by Romil Patel in Singapore.

HONG KONG ROUNDTABLE: A sunny picture

Jan 11, 2019

Changes to regulation, US-Sino trade tensions and further steps by China to open its capital markets were some of the topics discussed by our panel. Chaired by Romil Patel in Hong Kong.