Reported 5 months ago
Japanese stocks were the focal point at a recent hedge fund conference in Hong Kong, with most top Asia investment ideas revolving around Japan Inc's efforts to enhance capital efficiency and the record-breaking performance of Tokyo shares. At the Sohn Hong Kong Investment Leaders Conference, Japanese companies in outsourcing, robotics, and the drug sector were favored, while only two funds pitched ideas on Chinese stocks. Key opportunities were identified in Japanese firms with improving narratives or strengthened corporate governance, such as Transcosmos, a provider of outsourcing services. Additionally, the conference highlighted the potential of Kobayashi Pharmaceutical and Samsung Electronics in the market.
Source: YAHOO