Over the past three decades, Japan’s depressed equity market has been the perfect hunting ground for deep value investors. But the recent multi-year rally, driven by Prime Minister Shinzo Abe’s, Abenomics policies, have made it harder to find value in the region. Abenomics The ‘third arrow’ of the Abenomics should reverse this trend. Abenomics’ third arrow has been branded as key to revitalizing Japan’s economy. It focuses on corporate Japan’s mentality and policies, forcing structural reform upon the economy. Improved corporate governance, shareholders returns, investment overseas and increased R&D spending are all on the reform list for corporate Japan, and…
Deep Value Graham & Dodd Opportunities In Japan (Part One)
Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk