127. Exciting investment trends in Japan and the art of Nemawashi

Andy Brown and Thomas Patchett, investment specialists for Japanese equities and product specialists on the Elite Rated Baillie Gifford Japan Trust, discuss whether the pandemic has encouraged change in a country with a reputation for being slow to adapt. They talk about the increase in young entrepreneurs, the long-term trends exciting investors and the three elements to Sumitomo Metal Mining company that makes it an attractive investment in their eyes.
Apple Podcast Spotify Podcast

Launched in January 1981, the Baillie Gifford Japan Trust aims to provide capital growth by investing primarily in Japanese small and medium-sized companies, which offer exceptional growth opportunities with sustainable business models. The portfolio will typically hold 40-70 stocks and it began paying a dividend in 2018.

Read more about Baillie Gifford Japan Trust

What’s covered in this podcast:

  • Whether the pandemic has encouraged change in Japan [0:19]
  • Why Japanese companies are championing change [1:30]
  • How younger generations are becoming more entrepreneurial [2:30]
  • Which long-term trend is the most exciting for investors [4:16]
  • Why Japanese companies are cheaper than their global peers [6:23]
  • Why the team likes top ten holding Sumitomo Metal Mining [7:47]
This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst FundCalibre provides product information, guidance and fund research we cannot know which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before you make any investment decision, make sure you’re comfortable and fully understand the risks. Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.