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cover of episode ‘Pick Japanese companies that are improving capital efficiencies over high growth stocks’

‘Pick Japanese companies that are improving capital efficiencies over high growth stocks’

2023/12/20
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In the market for more

Shownotes Transcript

Masaki Taketsume, Fund Manager of Japan Trust at Schroders explains why he prefers Japanese stocks that show improving efficiencies like Chori rather than high growth stocks. He also explains which Japanese stocks are likely to outperform in 2024 as inflationary pressures finally seep back into Japan’s economy after decades of falling prices.

Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. 

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