Description
In this episode of QuotedData’s In The HotSeat, we speak with Nicholas Weindling, manager of JPMorgan Japanese Investment Trust, about why Japan is re-emerging as a compelling investment market. The discussion covers Japan’s shift from decades of deflation to sustained inflation, rising wages and changing investor behaviour, alongside major improvements in corporate governance. We explore how balance sheet reform, higher dividends and buybacks, a growing market for corporate control and sector opportunities – from defence and banking to global brands and AI supply chains – are reshaping the opportunity set for investors.
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