The long-overlooked Japanese equity market’s resilient performance in the first half of 2023 caught many global investors off guard, driven by a healthy economy, monetary policy normalization, favorable geopolitical conditions and, importantly, unprecedented regulatory reforms. Now, we believe this performance strength is likely to continue, particularly in the small-to mid cap space where companies show potential to benefit from constructive engagement. In this white paper, we explore our market views, and provide case studies and takeaways for global investors considering constructive discourse with Japanese management.
In this white paper, we explore our market views, and provide case studies and takeaways for global investors considering constructive discourse with Japanese management.
