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‘The yen will keep on going’: Paul ffolkes Davis of Rising Sun Management
Manage episode 445241678 series 124416
In this episode of IC Interviews, Paul ffolkes Davis and funds editor Dave Baxter discuss the Japanese small and mid-cap specialist fund, which has proven to be quite fruitful for investors.
Find out why ffolkes Davis believes in the yen’s strength plus his thoughts on Japan’s macro trends, the big investment trust risers and fallers this year and more.
Timestamps
00:56 Japan and Yen strength
4:49 Macro themes in Japan
7:40 Valuations
11:48 Activism
18:10 Private versus public
20:39 Corporate reform
23:55 Is there a cap for the trust
26:51 Recent activity in the portfolio
31:09 7/11 bid
Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial
*After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only.
Hosted on Acast. See acast.com/privacy for more information.
1036 episodes
Manage episode 445241678 series 124416
In this episode of IC Interviews, Paul ffolkes Davis and funds editor Dave Baxter discuss the Japanese small and mid-cap specialist fund, which has proven to be quite fruitful for investors.
Find out why ffolkes Davis believes in the yen’s strength plus his thoughts on Japan’s macro trends, the big investment trust risers and fallers this year and more.
Timestamps
00:56 Japan and Yen strength
4:49 Macro themes in Japan
7:40 Valuations
11:48 Activism
18:10 Private versus public
20:39 Corporate reform
23:55 Is there a cap for the trust
26:51 Recent activity in the portfolio
31:09 7/11 bid
Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial
*After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only.
Hosted on Acast. See acast.com/privacy for more information.
1036 episodes
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