Tag: Japan
Craig Pho

Lying Down on the Highway: Reasons to Invest in Japan

Today, investors no longer pay much attention to Japan and most underweight their portfolios to Japanese equities or avoid the asset class altogether. Jesper Koll, one of the few long-standing Japanese market specialists still around explains the situation this way: … Read More →

Craig Pho

Is Japan Our Future?

Our latest edition of The View from Burgundy, titled “Is Japan Our Future? Investing in Deflationary Times,” is now available! As bottom-up value investors, we look for quality companies that can be purchased at discounted prices no matter where they … Read More →

Craig Pho

Japan: One Year Later

It has been one year since the Great East Japan Earthquake. The earthquake and tsunami that followed killed over 15,000 people, rendered more than 320,000 homeless, and caused approximately US$200 billion in damage, making it the most expensive natural disaster … Read More →