View of the Week: Japan to gain from out-of-sync economy

Japan's 'suprising' pick up in GDP is mostly due to post-earthquake reconstructions, says JO Hambro's Ruth Nash co-manager of the JOHCM Japan Retail Fund  alongside Eurostars AA-rated Scott McGlashan.

Whilst domestic consumption is the key driver of the latest Japanese GDP figures, BoJ stimulus means that exports will also benefit from a weaker yen. On this basis, Nash explains that the fund is split between manufacturing companies and tech companies.