Abenomics and the direction of the yen get a lot of attention, says fund manager Rajiv Jain, but...

|By:, SA News Editor

Abenomics and the direction of the yen get a lot of attention, says fund manager Rajiv Jain, but don't forget how dependent businesses are on China. He's having a hard time finding Japanese firms with sustainable growth. "These are some phenomenal companies there, but (we've found) better opportunities elsewhere." Artisian's Mark Yockey goes further: "Desperate people do desperate things, and Japan is in a desperate situation."