CTPCF - Itochu Corporation: Superior Portfolio Management And China Angle Paying Off
- Itochu Corp demonstrated superior portfolio management in FY3/2021 with exposure to defensive areas such as food, as well as growth sectors such as technology and digital transformation.
- Its strategic aim to have high exposure to China is being rewarded with its stake in CITIC Limited beginning to deliver strong returns.
- The company has a higher earnings growth profile and stronger returns than its peers - we remain bullish on the shares.
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Itochu Corporation: Superior Portfolio Management And China Angle Paying Off