Portfolio manager Richard Kaye is bullish on the Japanese market and believes it offers an opportunity "a lot of people don't recognize."
The stronger performance of Japanese equities follows the Tokyo Exchange Group's push for reforms last year.
Stocks to play Kaye believes several sectors and stocks in Japan make good plays right now.
Among the companies on his radar are Fanuc Corp and Keyence Corp which are in the business of automation products.
In medical electronics and health care, Kaye is bullish on Shimadzu Corp and Sysmex Corp .
Persons:
Richard Kaye, Kaye, CNBC's
Organizations:
Tokyo Exchange, Fanuc, Keyence, Shimadzu Corp, Sysmex Corp, Tokyo Disney Resort, Tokyo Stock Exchange, U.S
Locations:
Japan, Asia, China, Tokyo, U.S