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Carl Vine: The Japan Earnings Story Has Legs

The Long View

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Opportunities in Japanese Small Cap Companies

The chapter explores the underpricing and mispricing of small cap companies in Japan, presenting investment opportunities for global investors. It highlights the presence of well-run companies with sustainable growth potential, creating pricing anomalies in the market. Additionally, the chapter discusses the risks associated with speculative money in certain stocks and the overall evaluation and earnings growth trends in the equity market.

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