Christopher May, product specialist at Tokio Marine Asset Management, will present the outlook for Japanese equities when he attends the upcoming Nordic Summit Stockholm 2019, taking place 12-13 March at the Grand Hotel.
May's investment thesis rests on confirmation that despite recent macro headwindes, Japan continues to recover from its decades-long stagnation; with a tighter labour market benefiting the domestic economy, as is private sector capital spending.
The country also benefits from a relatiely stable policy environment. Equities, meanwhile, remain relatively cheap against a backdrop of solid corporate earnings. Governance reforms are pushing companies to make more efficient use of capital and to improve ROE. Dividends and share buybacks are expected to maintain an upward trajectory.
May joined TMAM London in 2014 and has been a product specialist for Japanese equity strategies since 2017. His role involves communicating investment insights to investors in Europe and Latin America, building relationships and supporting business growth. Prior to joining TMAM, he worked in the financial planning department of a major Japanese conglomerate in Tokyo. He obtained a BSc in Economics from the University of York and an MA in Japanese Studies from the School of Oriental and African Studies, University of London. He is a CFA charterholder.
For further information on the Nordic Summit Stockholm 2019, click here: http://events.investmenteurope.net/nordicsummit