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The investment opportunity in Japan, with CCJI's Richard Aston
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
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By Kepler PartnersIn 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