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Why Japanese Stocks Could Outperform with Howard Smith - FEG Insight Bridge
Mar 5, 2025
Howard Smith, a veteran in Japanese investments and Partner at Indus Capital, joins Greg Dowling, Chief Investment Officer at FEG Investment Advisors, to discuss why Japan may surprise investors in the coming decade. They debunk myths surrounding Japan's investment climate, focusing on the undervalued yen and improving corporate governance. The conversation highlights booming opportunities in tech and addresses fiscal sustainability amid Japan's debt. Cultural nuances and economic history enrich their insights, making Japan a captivating investment destination.
48:15
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Quick takeaways
- Investors are beginning to shift their perceptions of Japan's market viability due to improving corporate governance and investment opportunities.
- Japan's resurgence in the semiconductor industry, paired with significant foreign investment, positions the country favorably for future economic growth.
Deep dives
Warren Buffett's Investment in Japan
Warren Buffett's decision to invest in Japanese companies marks a significant moment in the realm of international investments, especially concerning Japan. Buffett cited the impressive financial records of these Japanese firms, noting their operations are akin to Berkshire Hathaway's own business principles. This renewed interest comes in contrast to the historically perceived challenges within the Japanese market, including an aging demographic and previous stagnation. Despite these challenges, Buffett anticipates increasing his stake, reflecting a potential shift in how investors view Japan's long-term market viability.
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