Underweight: our take on Japan | EP09

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Recorded20 Jun 2018

Publisherfeeds.libsyn.com ↗

Handlerec:8567435

Show notes

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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“What did the council decide on item 42?” — answered with the speaker and the moment.

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