Japan will deliver value under Abenomics, says Martin Currie

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As the G-8 summit in Northern Ireland began with a focus on Syria, the elephant in the room remains the impact of Abenomics, the ambitious stimulus programme initiated by Japanese prime minister Shinzo Abe. There is no sign hedge funds are deserting the ‘Abe trade’.

One hedge fund manager, John-Paul Temperley, investment director, Japan, at Martin Currie Investment Management, remains upbeat on the prospect of the country. “We had actually been positive prior to [the introduction of Abenomics] ma