Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
Capital Allocators – Inside the Institutional Investment Industry
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Journey of Cultural and Professional Transformation
This chapter recounts the speaker's journey from their childhood village to Tokyo, driven by a deepening interest in Japanese culture and the finance sector. It highlights their struggles with language barriers, the dynamics of navigating Japan’s economic landscape during the late 1980s, and their evolution within the investment world at Indus Capital. The speaker emphasizes the importance of personal relationships and in-depth analysis in shaping their investment strategies while contrasting traditional approaches with modern trends in the industry.
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