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Posted by
Two Blokes Jul 4 -
Filed in
Stock
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5 views
Japan Smaller Capitalization Fund which is a Japanese small-cap oriented CEF, has outperformed the US markets and global markets by 2.5-4x this year. Conditions for Japanese industrials look relatively healthy, although Trump's threat to impose a tariff of 30-35% doesn't bode well. The fund's wide NAV discount (averaging 18.5% over the past 5 years) may narrow, thanks to a new level distribution plan and potential share buybacks, boosting investor appeal.
