Toby Rodes - Unlocking Value in Japan (EP.407)
Capital Allocators – Inside the Institutional Investment Industry
Navigating Japan's Investment Landscape
This chapter explores the speaker's transformative experiences in Japan's markets, from policy studies to becoming a sell-side equity analyst. It highlights the intricacies of Japan's unique capitalism, the challenges faced by foreign companies, and the evolution of corporate governance in response to economic stagnation. The narrative underscores the speaker's role in bridging cultural and financial gaps, ultimately revealing Japan's untapped investment potential amidst changing dynamics.
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