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.
Best podcasts with Howard Smith
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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.
Aug 18, 2022 • 54min
Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
Howard Smith, Partner and Portfolio Manager at Indus Capital, shares his unique journey from a rural UK village to the heart of Japan's investment scene. He discusses the intricacies of Japanese corporate governance and the vital role of Japanese firms in semiconductor production. Howard highlights the importance of personal relationships and thorough analysis in investment strategies, while also reflecting on the transforming landscape of Japan's equity market since the Corporate Governance Code. His passion for nature and personal growth shapes his distinctive investment philosophy.
