Post by mangomoney on Sept 28, 2016 11:30:40 GMT 7
Are too many investors ignoring Japan?
Income prospects still strong in Japan
Richard Aston, manager of the CC Japan Growth & Income trust, takes a closer look at whether the country's equity markets can defy investor expectations.
In an unprecedented period of low-to-no growth, equity income has been the sanctuary of many an investor portfolio. Even then, good returns come down, largely, to good stockpicking.
If I were to describe a market where dividend growth increased by 15% year-on-year, would investors raise an eyebrow? In that same market, if payout ratios grew at nearly 35%, would two eyebrows be raised?
more...
www.investmentweek.co.uk/investment-week/analysis/2471531/are-too-many-investors-ignoring-japan?utm_medium=email&utm_campaign=IW.Daily_RL.EU.A.U&utm_source=IW.DCM.Editors_Updates
Income prospects still strong in Japan
Richard Aston, manager of the CC Japan Growth & Income trust, takes a closer look at whether the country's equity markets can defy investor expectations.
In an unprecedented period of low-to-no growth, equity income has been the sanctuary of many an investor portfolio. Even then, good returns come down, largely, to good stockpicking.
If I were to describe a market where dividend growth increased by 15% year-on-year, would investors raise an eyebrow? In that same market, if payout ratios grew at nearly 35%, would two eyebrows be raised?
more...
www.investmentweek.co.uk/investment-week/analysis/2471531/are-too-many-investors-ignoring-japan?utm_medium=email&utm_campaign=IW.Daily_RL.EU.A.U&utm_source=IW.DCM.Editors_Updates
