Great expectations for Japan

By James Dowey, Chief Economist and CIO

Turnaround stories are an investor’s best friend. If successful, they prompt a widespread and possibly radical re-evaluation of the fair value of the associated assets. If one is brave enough to re-evaluate early on in the process then the returns can be very large. For over two decades starting in 1990, Japan’s economy was beset by the deflating of a major asset price bubble, indeed one of the biggest the world has ever seen. Today, however, we believe that Japan is the biggest turnaround story in the world.

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The value of an investment and any income from it can fall as well as rise and you may not get back the amount originally invested. Please remember that forecasts are not a reliable indicator of future performance. The content of this article is formed from Neptune’s views and we do not undertake to advise you as to any change of our views. Neptune does not give investment advice and only provides information on Neptune products. This is not a solicitation or an offer to buy or sell our funds.