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How to make money when the markets "go nowhere"? Japanese companies: neglected, but highly profitable. Helped by structural reforms, Japanese earnings growth beats a lot of "high growth" markets.
Most investors miss Japan opportunities due to "psychological trauma" of long bear market. Asset managers still standing exploit inefficiencies, make money in bear or flat markets. Smart money coming back to Japan.
Does high economic growth of an emerging economy really translate in high equity returns? Or is it the opposite? What is the biggest driver of investment return? Outlook for Arcus' funds.