Money For the Rest of Us 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.
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Smith's Japan Journey
- Howard Smith's interest in Japan stemmed from its economic prominence in the 1980s.
- He moved to Japan in 1988, witnessing both the peak of the bubble and its subsequent burst.
Japan's Cultural Blend
- Japan blends familiar Western elements with distinct cultural values.
- The nation is known for its cleanliness, safety, and consensus-driven society.
Japan's Economic Landscape
- Japan's economy is advanced, with a large manufacturing sector.
- Key industries include automotive, semiconductors, and robotics.