Equities

How Japan will reward in the medium term

Simon Dobson, investment manager at BDT Invest, on how instead of looking at short term opportunities such as the construction industry in Japan, investors should look to the medium term and Japanese blue chips. Investors looking for 'cheap stocks' could find they remain cheap for some time. Instead, BDT favours investments such as in the machinery sector where there are companies benefitting from industrialisation in China.