Japan’s new direction
Unhedged
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Shifting Investor Interest and Corporate Governance in Japan
This chapter discusses the growing investor interest in Japanese equities, driven by a weak yen and increased focus on corporate governance. It explores the changing mindset in Japan towards pushing share prices higher and the transformation from stakeholder capitalism to shareholder-first capitalism. The chapter also highlights the impact of inflation, aging population, and the search for a China alternative on the Japanese economy.
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