Unhedged

Japan’s new direction

Oct 17, 2023
Discussion on the recent impressive performance of Japan's stock market and the significant changes happening in corporate Japan that have contributed to this rally. Growing investor interest in Japanese equities, driven by a weak yen and increased focus on corporate governance. Exploring the significance of Japan's cultural and market dynamics, including corporate reform, global investors, and structural reform. Discussion of an employment lawsuit over expensed sandwiches and drinks, expressing mixed feelings about the situation. Also, company expenses, VC bros, and the significance of not interfering with the expense department in corporate life.
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