Yunosuke Ikeda, chief economist at Nomura International foresees a speeding up scenario for the Japanese economy. He reckons that an appreciation of the yen versus the dollar or the euro is... Read more...
The growing importance of dividends in Japan
Mike Lindsell proposes an original approach to invest in Japan, in order to benefit from the expected recovery of the market. He picks companies offering a franchise and a strong business model... Read more...
Which sources of performance for Asia?
According to David Harding at Matthews International Capital Management, the economic fundamentals in Asia are strong... Read more...
The new investment opportunities in South Korea
Mijung Kang is a portfolio manager. She is part of the Asian Equity (Japan excluded) team at Halbis Hong Kong, the leader in Assets Management in Asia. As a South Korean national, she manages... Read more...
Tuesday 25 September 2007
10:30: Welcome
10:45: Introduction
11:00 : Economic forecast
Yunosuke Ikeda Senior Economist, Japanese Economic Research
Nomura Asset Management
11:30 : The growing importance of dividends in Japan
Mike Lindsell Portfolio Manager
Close Investments
12:00 : Which sources of performance for Asia?
David Harding, CFA Managing Director
Matthews Investment Capital Management
12:30 : The new investment opportunities in South Korea
