The Long View Carl Vine: The Japan Earnings Story Has Legs
Apr 30, 2024
Carl Vine, co-head of Asian Investment for M&G, discusses the robust performance of the Japanese equity market, wage-price spiral, equilibrium return framework, detecting mispricings in changing companies, misconceptions about Honda and Toyota, Berkshire Hathaway's interest in Japanese stocks, and opportunities in Japanese small cap companies.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Navigating Japan's Economic Landscape
02:18 • 15min
Reviving Japan's Wage-Price Spiral
17:24 • 16min
Equilibrium Return Framework and Portfolio Strategy in Equity Markets
33:08 • 3min
Exploring Mispricings and Opportunities in Changing Companies
36:31 • 3min
Analyzing Market Misconceptions about Honda and Toyota in the Auto Industry
39:54 • 5min
Discussion on Berkshire Hathaway's Attraction to Japanese Stocks and Potential Future Investments
45:24 • 2min
Opportunities in Japanese Small Cap Companies
47:02 • 12min