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

  • Oct 15 2024
  • Length: 36 mins
  • Podcast

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

Listen for free

View show details

  • Summary

  • 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.
    Show more Show less
Show more Show less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about ‘The yen will keep on going’: Paul ffolkes Davis of Rising Sun Management

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available