Why Japan is a Stock Pickers Paradise

Many companies in Japan are bowing to the pressure from the government, regulators and shareholders and starting to improve, says Psigma's Tom Becket

Psigma Investment Management 29 December, 2015 | 1:35PM
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Morningstar's "Perspectives" series features investment insights from third-party contributors. Here, Tom Becket, CIO of Psigma explains why Japan still has plenty to offer investors.

Change is a word totally applicable to Japan at this time. The difference in the attitude of people you meet here, be they staff in your hotel to fund managers, is markedly different to that depressionary atmosphere that I first encountered in 2007. Admittedly there are few signs of excess or over-confidence, but there is a general sense that things are getting better. I believe the politics, the economy and are encouraging.

A whole host of companies are still resolutely steadfast in their uselessness

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About Author

Psigma Investment Management  Psigma are part of the Punter Southall Group, a diverse financial services organisation offering a unique combination of actuarial, pensions consultancy, administration and investment services.

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