Yutaka Uda discusses Japanese equities

Yutaka Uda, portfolio manager of EI Sturdza Nippon Growth (UCITS) Fund, discusses the four key elements of the increasing prosperity of Japanese funds. A contrast is established between the emerging capacity constraints and a serious labour shortage, whilst improvements in trade balance are set against newly cheap labour costs. Uda-San also notes that the consumption and investment will be stimulated by a sharp increase in tourism sector and that EPS will continue to set record highs.

Video
11 Jun 2015

Yutaka Uda, portfolio manager of EI Sturdza Nippon Growth (UCITS) Fund, discusses the four key elements of the increasing prosperity of Japanese funds. A contrast is established between the emerging capacity constraints and a serious labour shortage, whilst improvements in trade balance are set against newly cheap labour costs. Uda-San also notes that the consumption and investment will be stimulated by a sharp increase in tourism sector and that EPS will continue to set record highs.