Disclaimer
Disclosure – Non-Independent Marketing Communication
This is a non-independent marketing communication commissioned by CC Japan Income & Growth. The report has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on the dealing ahead of the dissemination of investment research.
In this episode of Trust Issues, we speak to Richard Aston, Manager of CC Japan Income and Growth Trust (CCJI). Richard talks through why corporate reforms have made Japan an increasingly attractive place to invest, what sorts of companies CCJI looks for, and how the trust's portfolio is structured.
00:00 Intro
01:00 What is CCJI?
01:38 What's attractive about Japanese stocks today?
03:58 How do you think about valuations, in light of corporate reforms?
08:46 Have any CCJI investments benefited from corporate reforms?
10:25 Do any themes emerge in the stock picking process?
13:02 Any specific opportunities that look interesting today?
14:35 Thoughts on central bank policy