Japan is not a China play

SG Yamaichi Asset Management believes in Japan investments that are not linked to China''s ups and downs.

SG Yamaichi Asset Management has toured the Asian continent, meeting with fund distributors and potential investors, and has found the need to argue Japan's case as a recovery story that will continue even if China's economy hits a bump.

Distributors think that if China fails it will have a huge impact on Japan, says Masato Degawa, senior executive officer and head of investment at SG Asset Management's Japan joint venture. They think China is everything for Japan's recovery, but this is an exaggeration.

After several false starts, which crumpled under the weight of the ailing banking sector and its cross-shareholding relationships, the Japanese economy is enjoying its...

FinanceAsia has updated its subscription model.

Registered readers now have the opportunity to read 5 articles from our award-winning website for free.

To obtain unlimited access to our award-winning exclusive news and analysis, we offer subscription packages, including single user, team (2-10 users), or office-wide licences.

To help you and your colleagues access our proprietary content, please contact us at subscriptions@financeasia.com, or +(852) 2122 5222

Article limit is reached.

Hello! You have used up all of your free articles on FinanceAsia.

To obtain unlimited access to our award-winning exclusive news and analysis, we offer subscription packages, including single user, team (2-10 users), or office-wide licences. To help you and your colleagues access our proprietary content, please contact us at subscriptions@financeasia.com, or +(852) 2122 5222