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Justin Hill
Portfolio Manager for Marathon Asset Management, covering Japan and Asia Pacific.
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6 snips
Jun 30, 2025
• 21min
Japan Merger Mania
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Justin Hill, a Portfolio Manager for Marathon Asset Management specializing in Japan and Asia Pacific, dives into Japan's evolving corporate landscape. He discusses three distinct merger bids and their implications for shareholder capitalism, highlighting the shift from cash hoarding to active capital allocation. Hill explains how major players like Toyota are influencing governance changes and reviews NTT's strategic acquisition to unify its telecom services. The conversation reveals a trend towards enhanced corporate governance and growing optimism for Japanese equities.
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