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Nippon Part 1 – Land of the Rising Sun
Manage episode 313461465 series 3272055
In the next three episodes of HedgeD, we take a deep dive into Nippon, which is the Japanese name for Japan. Nippon literally means “the sun’s origin,” but is often translated into “Land of the Rising Sun,” stemming from Japan’s easterly position relative to China. In this episode, we discuss Morgan Creek’s history of allocating to Japan, before bringing it to the present in the next two episodes. First, through a macro overview with Russell Clark of Russell Clark Investment Management; then, through a fundamental discussion with Eduardo Costa of Calixto Global about Japan Digitization. Please be on the lookout for these episodes to drop in the coming weeks.
Join the HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com
Follow us on Twitter @HedgeD_Podcast
Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/
44 episodes
Manage episode 313461465 series 3272055
In the next three episodes of HedgeD, we take a deep dive into Nippon, which is the Japanese name for Japan. Nippon literally means “the sun’s origin,” but is often translated into “Land of the Rising Sun,” stemming from Japan’s easterly position relative to China. In this episode, we discuss Morgan Creek’s history of allocating to Japan, before bringing it to the present in the next two episodes. First, through a macro overview with Russell Clark of Russell Clark Investment Management; then, through a fundamental discussion with Eduardo Costa of Calixto Global about Japan Digitization. Please be on the lookout for these episodes to drop in the coming weeks.
Join the HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com
Follow us on Twitter @HedgeD_Podcast
Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/
44 episodes
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