Two months of global volatility have halted a bullish run for Tokyo stock markets. But after decades marked by deflation, weak nominal growth, and relatively poor corporate profitability, Japan’s investment landscape has changed. In this episode of the podcast, Amit Moudgil asks portfolio managers Min Zeng and George Efstathopoulos, with help from economist Peiqian Liu, to dig through the forces behind that change and where they see opportunities for investors from here. 

Two months of global volatility have halted a bullish run for Tokyo stock markets. But after decades marked by deflation, weak nominal growth, and relatively poor corporate profitability, Japan&rsquo;s investment landscape has changed. In this episode of the podcast, Amit Moudgil asks portfolio managers Min Zeng and George Efstathopoulos, with help from economist Peiqian Liu, to dig through the forces behind that change and where they see opportunities for investors from here.&nbsp;

Fidelity Answers is an investor's podcast channel from Fidelity International where we put the questions investors are asking to our portfolio managers and analysts. Looking for invaluable sector views, market commentary, and the best investment thinking? Then this is the place for you.  

We also publish here our sister podcast, The Investor's Guide to Asia, to bring you ideas from our experts across the Asia Pacific region, helping you chart your path through these vibrant markets. With regular macro and market insights on China.

Fidelity Answers is an investor's podcast channel from Fidelity International where we put the questions investors are asking to our portfolio managers and analysts. Looking for invaluable sector views, market commentary, and the best investment thinking? Then this is the place for you.&nbsp;&nbsp;
We also publish here our sister podcast, The Investor's Guide to Asia, to bring you ideas from our experts across the Asia Pacific region, helping you chart your path through these vibrant markets. With regular macro and market insights on China.

A podcast about markets, economics and business from Fidelity International.

Fidelity Answers: The Investment Podcast

Fidelity Answers is an investor's podcast channel from Fidelity International where we put the questions investors are asking to our portfolio managers and analysts. Looking for invaluable sector views, market commentary, and the best investment thinking? Then this is the place for you.  

Fidelity Answers is an investor's podcast channel from Fidelity International where we put the questions investors are asking to our portfolio managers and analysts. Looking for invaluable sector views, market commentary, and the best investment thinking? Then this is the place for you.&nbsp;&nbsp;