Japan Stocks: Top 10 Observations

By Dani Wojdyla, Pan Asia Sales at Goldman Sachs

Coming back to screens after an extended leave this summer with Japan markets considerably higher and hovering near ATHs (kudos to the "massive" trade deal with US announced mid-July). Hedge Fund managers are navigating well - Japan focused managers +14.5% vs Topix +18.2% YTD - though have been de-grossing over the summer months.