The near future of Japanese stock market and Japanese economy as I see it

I have asked in the past about a future in which weakened, large automobile companies and leading securities firms, as well as Japanese companies, are swallowed by China, and I asked this of Atsuto Sawamura, the chairman of Sawamura Investment Trust, this year.

In the end, Chairman Sawamura told me, “you and I do not fit,” and since then I have been speaking with Sawamura’s son, President Sawamura Ryuu, who is also the president, but

it has become increasingly difficult for me to visit Hanzomon.

I view Sawamura Investment Trust as an excellent group and a superior fund.

Therefore, for the past three years I have been traveling from Fukuoka to Sawamura Investment Trust every year. I went again this year.

They speak of long-term investment and the beauty of Japan, but the impression I get from Sawamura Funds is that they are a quality stock fund.

I think the know-how is evident at a glance when you look at their portfolio, and Sawamura Funds also bought my favorite company the most, so I could trust them immediately.

I have no disagreement with their true approach to investing; on the contrary, I even respect it.

That know-how has been incorporated into my thought process, and I will not abandon this mindset going forward.

So how much Sawamura Funds do I actually hold?

The answer is “0.” I do not hold any at all. I have no intention of holding any for a long time. Why?