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Can China survive the Olympics? The staging of the Summer Games deftly avoided any major snafus and introduced the world to a hyper-modernized Beijing. But the fate of post-Olympics China seems to be on the minds of many investors these days with the markets in both Hong Kong and Shanghai underperforming so far this year. The massive makeover of Beijing leading up to the games cost an estimated $35 billion, but the capital city is unlikely to benefit from such largesse now that the Olympic torch is extinguished. However, China experts say that’s just a small part of the country’s overall growth story—especially when it comes to infrastructure related spending. In fact, the conclusion of games may actually be more of a blessing than a curse insofar as it encourages the Chinese government to refocus on the broader economy, says Tom Naughton, Chief Investment Officer for equity at PMA in Hong Kong, part of the SPARX Group.
Japanese enjoy the longest lifespan of people anywhere, with the average for men extending to 79 years and 85 years for women. While Japan’s nationalized health care may or may not prolong lives—the system has its shares of critics--one thing few question is Japanese expertise in many cutting edge medical technologies and pharmaceuticals. Traditionally, medical products and services have been developed for the domestic market, but both small and large Japanese companies are looking abroad for growth—not only to the U.S. and Europe but also emerging economies such as China. For smaller companies, finding success abroad is often a matter of, well, life and death. That presents some interesting opportunities for investing in Japan, especially when it comes to small caps overlooked by many investors, says Tad Fujimura, Head of Investment and Research at SPARX Asset Management Co. in Tokyo.
