Among Japanese companies, Kaplan is focused on those poised to benefit from growth in neighboring countries like China as well as on the other side of the world in the United States. "We've been overweight [in] companies that are connected to the global growth story, particularly Asian growth, as well as technology companies," she says. Kaplan is currently avoiding Japanese companies in the rail, utilities, and banking industries in favor of lesser-known names like global auto-parts supplier Sumitomo Electric Industries, as well as car industry giant Honda.
Twitter: @benbaden
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Jean-Francois Morf, Charrat, Switzerland 5:14PM March 22, 2011
Tim B of WA 3:39PM March 18, 2011