The 2024 Annual General Meeting (AGM) of Fidelity Japan Trust Plc (LON:FJV), held on 22 May 2024, features Nicholas Price providing a comprehensive overview of the Trust’s performance and strategy.
In this video, Price delves into key macroeconomic factors, such as Japan’s exit from deflation and anticipated interest rate hikes, which he believes will drive market growth. He also highlights microeconomic factors, including corporate governance reforms and shareholder returns, which have bolstered Japanese equities. Additionally, Price outlines the Trust’s investment approach, focusing on undervalued mid-cap companies with strong growth prospects, and reviews the Trust’s recent performance amidst challenging market conditions. This insightful presentation offers valuable perspectives for investors looking to understand the dynamics of the Japanese market and the strategic positioning of Fidelity Japan Trust.
