Locally, two fund managers who should benefit from a reinvigorated Japanese economy include Platinum Asset Management’s (ASX: PTM) Japan Fund and International Fund. The funds have significantly outperformed their benchmark over the long term and the December quarterly report showed that portfolio manager Kerr Neilsen has increased the exposure to Japanese companies that will benefit from a weaker Yen. Kerr’s March commentary will be particularly interesting as he reflects on the changed dynamics of investment opportunities in Japan. BT Investment Management (ASX: BTT) also offers exposure to the Japanese economy through the BT Wholesale Japanese Share Fund.
8638778