#30 The Japanophile
Behind the Balance Sheet
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The Reawakening of Japan: Opportunities and Changes
This chapter explores the renewed interest in Japan as an investment opportunity and discusses the changes happening in corporate Japan. It highlights the positive impact of shareholder-friendly practices on the stock market and emphasizes the importance of getting comfortable with owning Japanese assets again. The chapter also discusses the potential repatriation of Japanese funds, the impact on the yen, and the potential investment opportunities in Japan.
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