Greater China managers divided on Japan outlook

Despite the uncertainty over Japan’s Fukushima nuclear plant disaster, asset managers in neighbouring China and Taiwan say they are sticking to their investments in Japanese equities. But they differ on how to adjust their mix and which sectors to embrace. Certain strategies have a big Japan allocation, including real-estate investment trusts. For example, Japan accounts for as much as 15% of Reit exposures at Polaris Securities Investment Trust in Taipei. Most of that involves To…