Winners and losers: the case for investing in Japanese equities

Principal Capital Management passed through Hong Kong promoting a Japanese equity fund targeted at institutional and high-net worth clients.

Dean Cashman, Sydney-based executive vice-president for BT Funds Management, says now is the time to invest in Japanese equities as corporations deal with restructuring and new technology simultaneously. Principal maintains the BT Funds brand in Australia only.

He notes in the US, companies restructured in the late 1980s and early 1990s, and embarked on a technological transformation starting in the mid-1990s. European companies restructured in the 1990s and have recently also focused on integrating IT. Japan Inc. faces both requirements now. As a result This is a process of winners and losers its not a macro call, says Cashman.

He believes Japan is at the start of a long-term process...

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