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Market Scramble: Electronics stocks with specialties shine, defy strong yen

TOKYO -- Though the yen's recent appreciation is sparking jitters about profits at Japanese exporters, electronics companies that have a niche they can use to weather headwinds are drawing foreign investors.

"Just because the yen is strengthening doesn't mean we need to sell shares right away," Keita Kubota of Aberdeen Asset Management said firmly. Kubota stressed that businesses with expertise in certain fields will beat the competition in the medium to long term. He is considering updating his portfolio, incorporating growth stocks.

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