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Masa Takeda
Portfolio Manager of the Hennessy Japan Fund
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Apr 25, 2024 • 22min
SK Hynix Earnings, Yen Weakness
Guests discuss SK Hynix earnings and the potential for BOJ intervention. Topics include market attitudes, chip industry recovery, wealth management insights, Bank of Japan's actions, improving capital efficiency, and investment picks in Japan.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode