Japan: Cheap Hidden Gems

Fri 24 Jan 2020

Sam Lees

Membership Access | gold

Market commentary

Back in 2009, Japanese Smaller Companies were massively under-researched and cheap relative to the rest of the world when we picked this sector as our Trade Of The Decade. Here we look at whether there is it still a compelling opportunity. As the world’s third largest stock market, many investors probably have a bit of Japan in their portfolios. If you have a “global” fund that tracks one of the main indices then that fund will have around 8% invested in Japan.

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