Long/short opportunities bode well for investors
Japan may be a long way off from recovery but managers are starting to see more positive signs in the technology and manufacturing sectors
Dominic McEwan, director of Jade Absolute Fund Managers Ltd and manager of the $10m Jade Japan Fund, says Japanese stocks with global earnings could still be affected by a double dip in the US and Europe.
Furthermore the recent, mainly unexpected, strength in the yen has eroded profit forecasts. This stood at about a 100% increase shortly after reporting season in late May but more recently has moved to about 70%.
Although the upturn has helped long-biased Japanese investors, concern over the
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