Q: You have mentioned Japan increase in interest rates (just announced this morning at 25 bps) and carry over trade as one of certain key risks for 2026. Is purchasing VIU the wrong investment decision with such risk on the immediate horizon? VIU has Japan as top geographic holding at 24%.
5i Research Answer:
It is a risk, but it is not an 'unknown' risk, so markets are at least partially priced in for a...