Spotlight on Japan – land of the rising sun (and sharemarket)

Japanese shares gained 27.8 per cent last year, outpacing most other markets, including the mighty S&P 500 in the US. That strength has continued into 2024, with the Nikkei 225 index in Japan rising further and hitting levels not seen since 1990!

A few months ago Mark Lister, Investment Director, spoke to Nicholas Weindling, Fund Manager at JPMorgan Japanese Investment Trust about why Japan has been strong, and how the outlook was shaping up for the future.

They discussed the state of the economy, reasons why Japan has experienced lower inflation than many other countries, and other developments taking place in the region. Nicholas shared his thoughts about sectors and parts of the market he favours most, as well as what he is avoiding.

Many of the ideas, insights and themes are still very relevant to the prospects for the Japanese sharemarket in 2024.

Re-watch the video below, or on our YouTube channel.

Mark Lister – Investment Director, Craigs Investment Partners
Nicholas Weindling – Fund Manager, JPMorgan Japanese Investment Trust

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