Short Briefings on Long Term Thinking - Baillie Gifford

Capitalising on change: Japan’s growth champions

Aug 29, 2024
Matthew Brett, an investment manager at Baillie Gifford specializing in Japan, explores transformative forces reshaping the Japanese market. He discusses Japan's delayed digitalization, the increasing purchasing power of Asian neighbors, and the surge in industrial automation. Brett highlights how the country's aging population drives innovation in healthcare, featuring companies like Eisai and Rakuten. His insights shed light on how disruption fosters growth, making Japan a hotspot for forward-thinking investments.
Ask episode
Chapters
Transcript
Episode notes