Shareholder Value in Japan

Bill Arah, founding partner of Marathon Asset Management and a Japan investment expert, shares fascinating insights into Japan's evolving corporate landscape. He discusses how shareholder interests are gaining traction, which is reflected in increased M&A activity. Arah highlights the shift from employee-centric management to a focus on shareholder value. He also analyzes the implications of Japan's changing monetary policy and the burgeoning potential of companies like Shiseido, while addressing challenges in the defense sector.