Their earnings have been disappointing, unlike the rest of the market. They are facing more competition from low-cost producers elsewhere, for example in China and Korea.

It is a competition just like over the rest of the pitch,

You don't want to let competition just go, but at the same time you don't want to help it reach legitimacy.

There is enough competition for (these) workers that they are receiving a 15 percent premium over the rest of the nation.

The main thing is that they're getting regular practice and regular competition. They're exposed every day to first-class cricketers in an environment conducive to developing their game. The work we do with the young guys especially is very individual based. It focuses on the deficiencies in their technique and also on any deficiencies in the mental side of their game.

We'll be pleasantly surprised by Japan, we'll be pleasantly surprised by European data, so in a global equity portfolio, stay fully invested.