Leifbridge Podcast
Deep Dive into the Japanese Market
In this week’s Podcast, we host two special guests from Dejima Asset Management who are long term players in the Japanese arena.
Our Head of Investment Research, Ernst Knacke, and Market Strategist at Shard Capital and author of the Morning Porridge, Bill Blain host the conversation with Matthew Lonergan and Trevor Sliwerski, Partners at Dejima Asset Management.
They discuss various aspects of the Japanese market, including the shift in corporate behaviour, foreign direct investments, favourable valuations, and transformative technological advancements. They also touch on the impact of Japan’s demographic crisis, the trend of Japanese investors buying in India, and the potential consequences of increasing interest rates.
Listen in on the conversation below.
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