Environmental and energy companies in Japan look very strong, Makiko Zuercher-Hosaka, fund manager for Japanese equities at Clariden Leu said Monday.
Climate change is a hot issue in Japan and because the country is poor in resources it spends a lot of money to improve the alternative energy sector, Zuercher-Hosaka told "Squawk Box Europe".
Zuercher-Hosaka suggests investing in Japan Steel Works, which makes nuclear power plant components; Toyo Tanso, which makes graphite and carbon used in solar cells; ULVAC, a thin film solar cell equipment supplier; and water treatment company Kurita Water.
The Japanese market looks good relative to other markets because higher inflation is good after the country's period of deflation and could boost consumer spending, according to Makiko.
