Matthews Asia: Growth Opportunities In Japan

Growth Opportunities In Japan by Kenichi Amaki, Portfolio Manager, Matthews Asia

Small- and medium-sized listed Japanese companies are finding opportunities at home and across Asia

The sustained growth of Asia and Japan’s increasing integration with the rest of Asia is what makes Japan’s equity markets attractive. In what can appear a crowded equity fund market, lead manager Kenichi Amaki says the Matthews Japan strategy offers real opportunities to tap Japan’s potential.

‘Our firm has invested exclusively in Asia for more than two decades and we know Asia well. We have deepened our conviction that Japan’s ties with the rest of Asia are becoming stronger,’ he says.

That relationship has changed substantially. Once, Asia was considered as a low-cost manufacturing hub for Japan’s...