Email of the day (2)
Comment of the Day

March 15 2011

Commentary by David Fuller

Email of the day (2)

On what to buy in Japan:
"Having seen the Japanese stock market fall over a cliff in the last few days, my inclination is to invest some of the profits I have booked recently in this market. As a veteran subscriber I know you don't do the word 'recommend'. However, if you were able to suggest any well run Japanese assets that are quoted on the LSE that one could consider buying I would be really grateful."

David Fuller's view Interesting question and I have some thoughts on this.

A listing on the LSE is quite a restraint. Subject to how you are assessing the Fukushima situation, I would consider the Atlantis Japan Growth Fund (AJG LN) (weekly & daily), a USD-denominated investment trust managed by the experienced Ed Merner

I also spoke to my Stockcube colleague Will Chawner, a capable Asia strategist, about 'cherry picking' among Japanese stocks listed in Tokyo. He likes big-cap blue chips, and very kindly produced this list. I have yet to vet it but you could find them in the Chart Library.

(See also Eoin's review of Japanese shares below.)

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