Join our community of smart investors

The winners and losers of the Japanese fund sell-off

How a popular sector held up in a moment of drama
The winners and losers of the Japanese fund sell-offPublished on September 6, 2024
  • Value funds fared badly during the sell-off
  • Funds heavily weighted towards the financial sector were hit particularly hard
  • However, Japan is still a strong market according to fund buyers, having recovered quickly

Volatility in the Japanese market sent shockwaves across the globe at the beginning of August. The Bank of Japan’s decision to increase its benchmark interest rate to 0.25 per cent, a 15-year high, coupled with the strengthening of the yen against the dollar, led to a dramatic sell-off of Japanese shares. Institutional investors were concerned about the potential unwinding of the Yen carry trade (where investors borrow in cheap yen and deploy the money elsewhere). 

However, in the face of the dip, Japan’s bounce back was swift. On 2 August, the Nikkei 225 fell 5.8 per cent, tumbling a further 12.4 per cent on 5 August, but then proceeded to rise 13 per cent over the next five days. What investors should now consider are, first, how did individual Japanese funds fare during the sell-off? And secondly, what is the outlook for Japan moving forward?

This is subscriber only content
Start your trial to keep reading
PRINT AND DIGITAL trial

Get 12 weeks for £12
  • Essential access to the website and app
  • Magazine delivered every week
  • Investment ideas, tools and analysis
Already a subscriber? Sign in