‘The yen will keep on going’: Paul ffolkes Davis of Rising Sun Management
Description
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
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