SG Yamaichi Asset Management has toured the Asian continent, meeting with fund distributors and potential investors, and has found the need to argue Japan's case as a recovery story that will continue even if China's economy hits a bump.
Distributors think that if China fails it will have a huge impact on Japan, says Masato Degawa, senior executive officer and head of investment at SG Asset Management's Japan joint venture. They think China is everything for Japan's recovery, but this is an exaggeration.
After several false starts, which crumpled under the weight of the ailing banking sector and its cross-shareholding relationships, the Japanese economy is enjoying its...
