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Lots More on Why Japanese Stocks Are Surging

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Content provided by Bloomberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bloomberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Japanese stocks are suddenly soaring, with the Nikkei 225 hitting an all-time high this week after decades of languishing. Warren Buffett has been upping his stakes in Japanese companies and activist investors are taking an interest in the market for the first time in decades. And while all these dramatic headlines might seem to be coming out of nowhere, the road to Japan's big corporate comeback has arguably been years in the making. On this episode of Lots More, we speak with Travis Lundy, a Japan markets expert and special situations analyst who publishes on SmartKarma. He walks us through the history of Japan Inc. and how we got to this point. We discuss just how investor-friendly have Japanese companies actually become, what specific examples are we seeing of return-focused strategies, and what seems to be driving the change.

See omnystudio.com/listener for privacy information.

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803 episodes

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Lots More on Why Japanese Stocks Are Surging

Odd Lots

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Manage episode 405296011 series 1504378
Content provided by Bloomberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bloomberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Japanese stocks are suddenly soaring, with the Nikkei 225 hitting an all-time high this week after decades of languishing. Warren Buffett has been upping his stakes in Japanese companies and activist investors are taking an interest in the market for the first time in decades. And while all these dramatic headlines might seem to be coming out of nowhere, the road to Japan's big corporate comeback has arguably been years in the making. On this episode of Lots More, we speak with Travis Lundy, a Japan markets expert and special situations analyst who publishes on SmartKarma. He walks us through the history of Japan Inc. and how we got to this point. We discuss just how investor-friendly have Japanese companies actually become, what specific examples are we seeing of return-focused strategies, and what seems to be driving the change.

See omnystudio.com/listener for privacy information.

  continue reading

803 episodes

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