Donald Farquharson

Donald Farquharson, Baillie Gifford's head of Japanese equities, discusses why conditions seem favorable for a cohort of Japanese growth stocks. He highlights companies like Olympus, DENSO, and Nihon M&A Center. They also explore the history of Japan's economy, the importance of research and development in the automotive industry, misconceptions about Japan's market, and the investment strategies of Masayoshi Son.