Howard Smith

Partner and Portfolio Manager of Japan strategies at Indus Capital, an Asia-focused investment firm. His expertise lies in Japanese equities and his investment philosophy is shaped by his experiences during Japan's asset bubble.

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Mar 5, 2025 • 48min

Why Japanese Stocks Could Outperform with Howard Smith - FEG Insight Bridge

Howard Smith, a veteran in Japanese investments and Partner at Indus Capital, joins Greg Dowling, Chief Investment Officer at FEG Investment Advisors, to discuss why Japan may surprise investors in the coming decade. They debunk myths surrounding Japan's investment climate, focusing on the undervalued yen and improving corporate governance. The conversation highlights booming opportunities in tech and addresses fiscal sustainability amid Japan's debt. Cultural nuances and economic history enrich their insights, making Japan a captivating investment destination.

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