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What about Japan? Tim Gregory, the Vermeer Global Fund

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Manage episode 302528314 series 2882616
Content provided by Julia Gallop and Vermeer Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julia Gallop and Vermeer Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Until very recently, the Japanese stock market has been left behind by other developed markets and I ask Tim why this has been the case (1.56). Tim’s fund, the Vermeer Global Fund, has had a high exposure to Japan since launch and I ask what he finds appealing about Japanese companies at the moment (4.25).

Despite the political uncertainty from Prime Minister Suga resigning and a slower recovery from the pandemic relative to other parts of the world, why has he turned even more bullish on Japan in recent weeks (7.13). What are the interesting themes and stocks that the fund is invested in? (11.04). While Tim is clearly optimistic on Japan, we finish discussing the risks to investing in the Japanese stock market (15.51).

Tim Gregory: http://vermeer.london/site/about-vermeer/

Paul Dixey: https://vermeerllp.com/who-we-are/our-people/paul-dixey/

  continue reading

58 episodes

Artwork
iconShare
 
Manage episode 302528314 series 2882616
Content provided by Julia Gallop and Vermeer Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julia Gallop and Vermeer Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Until very recently, the Japanese stock market has been left behind by other developed markets and I ask Tim why this has been the case (1.56). Tim’s fund, the Vermeer Global Fund, has had a high exposure to Japan since launch and I ask what he finds appealing about Japanese companies at the moment (4.25).

Despite the political uncertainty from Prime Minister Suga resigning and a slower recovery from the pandemic relative to other parts of the world, why has he turned even more bullish on Japan in recent weeks (7.13). What are the interesting themes and stocks that the fund is invested in? (11.04). While Tim is clearly optimistic on Japan, we finish discussing the risks to investing in the Japanese stock market (15.51).

Tim Gregory: http://vermeer.london/site/about-vermeer/

Paul Dixey: https://vermeerllp.com/who-we-are/our-people/paul-dixey/

  continue reading

58 episodes

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