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.
Apple Podcast Spotify Podcast

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

The views of the author and any people interviewed are their own and do not constitute financial advice. 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. Before you make any investment decision make sure you’re comfortable and fully understand the risks. If you invest in fund or trust make sure you know what specific risks they’re exposed to. Past performance is not a reliable guide to future returns. Remember all investments can fall in value as well as rise, so you could make a loss.

More Episodes