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At odds with Abenomics: fund managers face off on Japan

The true impact of Abenomics is a divisive topic among investors and market commentators alike.

With much discussion over the so-called ‘third arrow’ of structural reform, how much should fund managers be pinning their hopes on top down policy to drive economic performance?

In this video, Citywire Asia talks to two Asian equity specialists holding contrasting views on what stimulus measures mean for the market and whether you can operate as an Abenomics agnostic.

Managers featured in this video are Petr Kocourek, senior portfolio manager at First State Investments, and Vincent Musumeci, portfolio manager at Henderson Global Investors.


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