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‘The yen will keep on going’: Paul ffolkes Davis of Rising Sun Management

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Inhoud geleverd door Investors' Chronicle. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Investors' Chronicle of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

In this episode of IC Interviews, Paul ffolkes Davis and funds editor Dave Baxter discuss the Japanese small and mid-cap specialist fund, which has proven to be quite fruitful for investors.


Find out why ffolkes Davis believes in the yen’s strength plus his thoughts on Japan’s macro trends, the big investment trust risers and fallers this year and more.


Timestamps

00:56 Japan and Yen strength

4:49 Macro themes in Japan

7:40 Valuations

11:48 Activism

18:10 Private versus public

20:39 Corporate reform

23:55 Is there a cap for the trust

26:51 Recent activity in the portfolio

31:09 7/11 bid

Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial

*After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

1053 afleveringen

Artwork
iconDelen
 
Manage episode 449391269 series 3614386
Inhoud geleverd door Investors' Chronicle. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Investors' Chronicle of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

In this episode of IC Interviews, Paul ffolkes Davis and funds editor Dave Baxter discuss the Japanese small and mid-cap specialist fund, which has proven to be quite fruitful for investors.


Find out why ffolkes Davis believes in the yen’s strength plus his thoughts on Japan’s macro trends, the big investment trust risers and fallers this year and more.


Timestamps

00:56 Japan and Yen strength

4:49 Macro themes in Japan

7:40 Valuations

11:48 Activism

18:10 Private versus public

20:39 Corporate reform

23:55 Is there a cap for the trust

26:51 Recent activity in the portfolio

31:09 7/11 bid

Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial

*After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

1053 afleveringen

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