Weekly Note – Observations from Japan

Some notes on my trip to Japan and why I am still overweight Japanese equities

I’ve just returned from a holiday in Japan and thought I might share some thoughts and observations.

Fear not, I won’t bore you senseless with trite tourist thoughts, except to say that the northern Hokkaido Island is splendid and well worth a visit (especially Lake Akan), as is the inland sea to the south and especially the utterly charming, temple-str…