Japanese equities

5 statements across 4 episodes · 5 bullish · 0 bearish · 4 people on the record · first statement Oct 2, 2017 by Ellen Ellison · across every show →

Everything said about Japanese equities, oldest first

Oct 2, 2017 bullish

Disclosure

Ellison: UI Foundation holds an approximate 4% overweight in Japanese equities

“Put a, an overweight on Japanese equities in June of, and I have also one active strategy on top of this allocation. So it's about a four percent overweight.”

Ellen Ellison Oct 2, 2017 ▶ 41:04 Ellen Ellison – Playing to Your Strengths (Capital Allocators, EP.27)

Aug 12, 2021 bullish

Opinion

Jensen: Japanese equities offer superior risk-reward due to policy support

“I particularly like the setup in Japanese equities because more than any other country, the policy response to any downturn will be to buy equities directly. And at the same time, the prices are not nearly as expensive as in other places. So I think while they…”

Greg Jensen Aug 12, 2021 ▶ 49:41 Greg Jensen – Bridgewater Associates (Manager Meetings, EP.06)

Aug 18, 2022 bullish

Opinion

Smith: Japanese equities feature world-class companies trading at steep valuation discounts

“So I think Japan has a growing number of world class companies that have world class governance structures, world class capital allocation decisions, but yet do not trade at world class valuations.”

Howard Smith Aug 18, 2022 ▶ 42:31 Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)

Aug 18, 2022 bullish

Prediction Not checkable as stated

Smith: Japanese equity de-rating process is near the end

“But I believe we're very deep into that de-rating process now. And we're a lot closer to the end of it than the beginning of it.”

Howard Smith Aug 18, 2022 ▶ 44:32 Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)

Jul 10, 2023 bullish

Prediction Not checkable as stated

Aitken: Japanese equities will continue re-rating and gaining popularity beyond 2023

“There's a whole range of world-class businesses in Japan that have progressively been re-rated, and I would expect that to get more popular. Not just over the remainder of this year, but beyond, particularly if the yen turned around for any reason.”

James Aitken Jul 10, 2023 ▶ 36:44 James Aitken – Opportunities and Risks from Monetary Policy (EP.326)

Japanese equities

Everything said about Japanese equities, oldest first

Turn any episode into a week of clips.