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Articles tagged as "Japan"

The global opportunity set

By John Christy on 24 Jan 2018

Orbis does not invest in "the market". Instead, they focus entirely on finding the most compelling individual opportunities on offer. There's no better way t...

Japan: economic pessimism creates buying opportunities

By Trevor Black and Ben Preston on 30 Jun 2011

As bottom-up stock pickers, we believe that great investment opportunities can be found in even the most challenging conditions. Japan is a perfect example....

Responding to challenging times

By Henry Allen and Trevor Black on 31 Dec 2010

Performance does not come in a straight line, which means that periods of long-term outperformance will always be accompanied by periods of, sometimes...

Deflation

By Sandy McGregor on 30 Sep 2010

It seems the world may divide into two distinct camps: the mature economies gripped by deflation and stagnation, and the emerging markets, which continue to...

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