Time to view China and Japan through another lens

Yu-Ming Wang is chief investment officer at the $160 billion Nikko Asset Management. A native of Taiwan, Wang is based in Tokyo and also spent many years as an investment banker in New York. He tells Jame DiBiasio why the West has China wrong and Japan too.

You run global portfolios from Japan. How does the world look from a yen perspective
I joined Nikko in January 2013 just as Abenomics was taking off. For Japanese investors, asset allocation has been about diversification. We have introduced funds targeting US equities and debt-oriented European high-dividend strategies. The move among Japanese investors, both retail and...