Until very recently, the Japanese stock market has been left behind by other developed markets and I ask Tim why this has been the case (1.56). Tim's fund, the Vermeer Global Fund, has had a high exposure to Japan since launch and I ask what he finds appealing about Japanese companies at the moment (4.25).
Despite the political uncertainty from Prime Minister Suga resigning and a slower recovery from the pandemic relative to other parts of the world, why has he turned even more bullish on Japan in recent weeks (7.13). What are the interesting themes and stocks that the fund is invested in? (11.04). While Tim is clearly optimistic on Japan, we finish discussing the risks to investing in the Japanese stock market (15.51).
Tim Gregory: http://vermeer.london/site/
Paul Dixey: https://vermeerllp.com/who-we-
