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Katsuhiro Iwai, CFA

Equity Portfolio Manager

Hideo Ueki, CFA

Equity Investment Director

Publication date: Dec 2016

Japan: Corporate reforms starting to bear fruit

Opportunities and risks | Appears in: Equity, Stars aligning over Japan, Japan, Corporate governance

While macro concerns are making many overseas investors cautious on Japanese equities, we believe that micro reforms are leading to substantive fundamental improvements. Further, the trend toward better corporate governance is still in its early stages and should gather momentum over the next several years.