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Audio – International equities manager likes Japan
Reiner Triltsch, head of International Investments at U.S. Trust, is bullish on Japan because of a view that quality firms can be found in the world’s second largest economy and because valuations there are attractive.
Triltsch spoke at the Reuters Investment Outlook Summit. His Excelsior International fund owns many Japanese firms among its top holdings, including Sumitomo Trust & Banking and Canon.