Underweight: our take on Japan | EP09

Art of Boring
20/06/2018 21 min
Underweight: our take on Japan | EP09

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Episode Synopsis

David Ragan, portfolio manager of Mawer’s international equity strategies, discusses his—perhaps surprising—views on investing in Japan. While Dave holds some less than optimistic opinions, rest assured there are some positives: two of the portfolio’s Top 10 holdings are, in fact, Japanese. Find out why.

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