47. ‘Cool’ brands and Japan’s Silicon Valley

Richard Kaye has been living in Japan for the past 30 years. In this podcast he tells us about the Silicon Valley of Japan; why there are more women as a percentage of the workforce than in the US; why the country has ‘cool’ brands wider Asia wants to buy; and explains that, as a nation with no natural resources, Japan also has a lower carbon footprint than many other countries.
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Comgest Growth Japan is a concentrated portfolio of around 30 high quality long-term growth Japanese companies. The managers – based in Tokyo and Paris – believe that Japan is full of under-researched companies with great capital discipline, barriers to entry and growth. Their mission is to find them. Each holding they buy for the fund is bought with a three to five year outlook.

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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.

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