FUND VIEW-Robeco seeks robust Japan firms as debt costs rise

By Nathan Layne

TOKYO, Oct 15 (Reuters) - Japan's government debt, already huge, will balloon in coming years, so stock portfolios should be tilted towards firms with a balance sheet strong enough to survive a jump in bond yields, a Dutch-based fund manager said.

Consequently, Robeco Asset Management remains cautious on Japan's banks, construction companies and steel firms even though they have performed spectacularly in recent months as investors betting on economic ...