Page 15 - DIY Investor Magazine | Issue 39

Furthermore, we think corporations will also strive to use the idle
More importantly, as active investors, we can find many opportunities in individual companies which can meaningfully cash on their balance sheets, mainly to improve productivity.
benefit from these pivotal changes in Japan.
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Nov 2023
DIY Investor Magazine ·
Capital expenditure remains strong, and we expect this trend will continue in the inflationary environment.
IMPLICATIONS FOR SCHRODER JAPAN TRUST
All in all, we continue to see a positive outlook for the Japanese stock market in general terms.
By building a portfolio of stocks in which we hold high conviction, where the opportunity for improved returns and valuations is greatest, we can be very confident in the long-term outlook for Schroder Japan Trust.
Click here to find out more about the Schroder Japan Trust >
ANNUAL RESULTS 2023 - ON THURSDAY 12 OCTOBER 2023, FUND MANAGER MASAKI TAKETSUME PRESENTED THE TRUST’S ANNUAL RESULTS FOR THE YEAR ENDED 31 JULY 2023.
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