Money For the Rest of Us Why Japanese Stocks Could Outperform with Howard Smith - FEG Insight Bridge
Mar 5, 2025
Howard Smith, a veteran in Japanese investments and Partner at Indus Capital, joins Greg Dowling, Chief Investment Officer at FEG Investment Advisors, to discuss why Japan may surprise investors in the coming decade. They debunk myths surrounding Japan's investment climate, focusing on the undervalued yen and improving corporate governance. The conversation highlights booming opportunities in tech and addresses fiscal sustainability amid Japan's debt. Cultural nuances and economic history enrich their insights, making Japan a captivating investment destination.
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Japan's Economic Landscape
- Japan's economy is advanced, with a large manufacturing sector.
- Key industries include automotive, semiconductors, and robotics.
Abenomics and its Impact
- Japan's resurgence under Prime Minister Abe faced challenges.
- The "three arrows" of Abenomics aimed to reflate the economy and boost productivity.
Investment Hurdles in Japan
- International investors hold Japan to a higher standard than other markets.
- A persistent narrative of difficulty hinders investment, despite positive changes.
