194. What do Birkenstock, eBay, recycling and litigation all have in common?
Lucy Isles, co-manager of Baillie Gifford High Yield Bond fund, discusses her investments in the...
2. From rice crackers to robots we look at Japanese trends
This week we look at the trends influencing Japanese investments: from rice crackers to OAP day care centres, even the impact of women back in the workplace. Not to mention, will all our jobs be taken over by robots? To find out, listen as Chisako Hardie, manager of AXA Framlington Japan fund, gives us insight into corporate Japan.
We ask Chisako Hardie, manager of AXA Framlington Japan fund, to explain how corporate Japan has changed over the past two decades [jump to 0:44] including how companies have shifted their business model from consumer exports to business-to-business products [jump to 3:36].
While the fund invests in companies of varying sizes it has a slight bias towards smaller companies [jump to 7:57] and focuses on long-term growth. Within this area, Chisako explains four of the key themes: Japanese food [jump to 9:42], an ageing population [jump to 10:33], automation [jump to 12:30], the increased use of electronics in cars [jump to 14:02] and why she believes they’re sustainable trends going forward.
Read more about AXA Framlington Japan fund
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