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Carl Vine

Co-head of Asian Investment for M&G, with experience at Port Meadow Capital Management and SAC Capital Advisors, among others.

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Apr 30, 2024 • 60min

Carl Vine: The Japan Earnings Story Has Legs

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.