Interview with CCJI manager Richard Aston

00:00 Intro

01:00 What is CCJI?

01:38 What's attractive about Japanese stocks today?

03:58 How do you think about valuations, in light of corporate reforms?

08:46 Have any CCJI investments benefited from corporate reforms?

10:25 Do any themes emerge in the stock picking process?

13:02 Any specific opportunities that look interesting today?

14:35 Thoughts on central bank policy

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Disclosure – Non-Independent Marketing Communication

This is a non-independent marketing communication commissioned by CC Japan Income & Growth. The report has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on the dealing ahead of the dissemination of investment research.