Safe and Sound

01/31/2016

Masa Takeda of Tokyo-based Sparx Asset Management explains why his investment opportunity set is so small, how the ongoing implementation of “Abenomics” impacts his investment approach, the industry sectors where he believes Japanese companies have an advantage, and what he thinks the market is missing in SoftBank, Asics and Unicharm.

If you are a subscriber, log in to access the issue and bonus archive: