Research Style

Japaninvest research is written with the performance oriented investor in mind. We will often hunt off the beaten track, where some of the best ideas are to be found.  We have confidence in our analytical resource so we don’t need the reassurance of ‘consensus’. However the process does not end with good ideas. We aim to refine these ideas into firm investment conclusions, after a detailed and thorough analysis. No analyst may initiate on a stock without visiting the company or attending one of their presentations, and all research is compliance reviewed in detail before publication. Unlike many of our competitors it is our policy not to “soft edit” reports on the website after publication, so any material errors will result in an erratum being issued in the interests of full disclosure. All our recommendations are based on a 12 month bottom up fundamental view, balancing earnings growth against valuations. JI retains 75 buy and sell recommendations in Japan at any one time, out of a coverage portfolio of nearly 300 stocks.