In this report, the third of our regular updates on Japan equities, we highlight some of the key holdings in the Japan portfolio and our investment rationale for purchasing these stocks.

In our previous reports, we discussed some of our key long-term investment themes, which are still intact.

In this report, the third of our regular updates on Japan equities, we highlight some of the key holdings in the Japan portfolio and our investment rationale for purchasing these stocks.

 

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