QED Investors reposted this
Wonderful discussion yesterday with Kazuhiko Yoshimatsu (Tokyo Stock Exchange), Rei Murakami Frenzel (Kadan Capital) and Takeo Shimotsu (MUFG) coordinated by the crisp Navin Suri (GFTN ) about Investment opportunities in and from Japan. Japan is at a strategic point: 1. It is an advanced economy that is emerging from a multi-decade pause. 2. Humongous financial asset bases, deomographic change, and government/regulatory drive with the positive inflation/interest turn make it an opportunity of tremendous interest. 3. Next couple of years would set the tone for decades to come. My sense is that given the emerging uptick in the ecosystem, B2C opportunities will come up live first. The global supply chain reorientation, among other things as industrial revival, will power the B2B opportunties. We, at QED Investors, stay keen to learn, absorb and participate.