In this insightful discussion, Masumi Nishida, a Partner at Dalton Investments specializing in Japanese market activism, joins Nick Bartolo, Founder of Essential Partners. They uncover the unique opportunities for activism in Japan's undervalued market. The pair delve into evolving corporate governance, highlighting successful management buyouts and the challenges foreign investors face. Case studies showcase transformative activist strategies that enhance capital allocation, all against a backdrop of cultural shifts in Japan's investment landscape.
