Does anyone invest in Japan through ETF’s or Investment Trusts ?
What are your thoughts on Investing in Japan ?
I heard and read a lot saying Japan is cheap currently and companies are raising dividends.
The Japanese stock market gained nearly 20% in the past year and appears to have been an unloved region that’s been stagnant for a long time.
I’m thinking of starting to buy the Vanguard Japan ETF.
Japan is the most indebted country in the world when you measure debt to GBP. This is a problem when the Japanese Government own huge swathes of the economies biggest companies. To me I’d say it’s a stagnant economy propped up by QE and government purchasing…
However, I’d definitely include it as part of your investment strategy, bit I certainly could justify anymore then a few percent of my portfolio to it.
I have shares in sumitomo as well as exposure via MCSI World ETF. My Sumitomo shares are traded on the NYSE.
I have a moderate investment in VJPN - performing well at about 10% up since purchase. I’d be similar to @anon810895 in outlook - I was a bit underweight on Japan so I increased exposure for diversification but it still only accounts for about 5% of my portfolio which is a level I’m comfortable at.
If we had access to Japanese stocks I’d likely buy Nintendo but that’s about it. I can’t really think of any other Japanese companies I’d be interested in own right now.
Anyone know much about the Japanese stocks being added at the moment?
The Finnish stocks or HashiCorp?
Japan should not make up more than 6% of your investment portfolio…
The largest companies in the world used to be Japanese before the USA took over. Japan is still a good investment opportunity but I would look at indio-pacific (EX. JAPAN) as an investment strategy over the next 20 years.
Maybe £VAPX is a good starting point.
I have 2.5% of VJPN in my V/Guard account.
In my FreeTrade ISA I have 2.5% in a Nikkei 225 tracker.
Too early to comment on performance.