Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating Investment Challenges: A Japanese Perspective
This chapter explores the complexities of investment strategies, emphasizing the integration of data-driven approaches with fundamental analysis. It reflects on the evolving landscape of Japanese corporate governance and the unnoticed potential of its equities market, highlighting the successful transformation of companies since the introduction of the Corporate Governance Code. The speaker shares personal anecdotes and insights on the importance of fiduciary responsibility and resilience within the investment firm.
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