In this discussion, Travis Lundy, a Japan markets expert and special situations analyst, unpacks the meteoric rise of Japanese stocks, particularly the Nikkei 225. He highlights the shift in corporate governance from collectivist practices to a focus on shareholder interests, influenced by past financial crises. Lundy also addresses the growing allure of Japan for foreign investors, the evolving landscape of corporate management, and the cultural differences in executive compensation compared to the U.S. It's a compelling insight into Japan's corporate transformation and its promising future.
