142. How women could change the fortunes of the Japanese economy

While inflation numbers have picked up sharply in the US and the UK, Japan is still battling deflation. John-Paul Temperley, deputy manager of AXA Framlington Japan fund, tells us why women could play an important role in getting inflation back into the economy, describes the “stealth move” of the Japanese stock market and tells us that while Japan may not have the sexy internet companies of the US, it’s tech-related profit margins are far higher.
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AXA Framlington Japan invests in Japanese companies of varying sizes but tends to have a slight bias towards smaller firms. The manager looks for businesses with long-term growth prospects which are independent of short-term news flow or what is going on in the wider economy. Lead manager Chisako Hardie says: “After two lost decades, Corporate Japan has completely re-invented itself. I enjoy finding, contacting and connecting with these new 21st century businesses.”

Read more about AXA Framlington Japan fund

What’s covered in this podcast:

  • Inflation levels In Japan vs the rest of the world [0:38]
  • How women could end the curse of deflation [1:30]
  • How the new Prime Minister is continuing Abenomics and adding reforms of his own [3:27]
  • How the Japanese stock market has managed to keep pace with the US [5:32]
  • Which technology opportunities are opening up in Japan [8:38]
  • Why hybrid cars could be more in demand than electric vehicles in some parts of the world [11:09]
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