japanese equities

TOPIX companies own ~$600bn of investment properties, on the books at only $320bn. And this is only part of the story.

Shareholder activism in Japan. What is the opportunity, why does it exist, who is already invested, and what is the best way to play it?

It’s not just about cheap assets, it’s about what unlocks them. That’s where the real opportunity sits today.

Bandai Namco (7832.JP) is positioned to replicate the 'Pokémon Card effect' for a new generation of alternative asset investors.

The Land of the Rising Sun has become a hotbed for some of today's biggest investing themes and these companies are at the forefront.

Japan’s transformation is accelerating - from buybacks to tech upgrades, we explore where investors can still find hidden value.

Once ignored, governance reform, rising buybacks and digital growth are making Japan one of the most compelling markets for global investors

Japan’s long-running structural headwinds have contributed to the country’s infamous “lost decades” of sluggish economic growth

It's been a long time coming, but as Lazard Asset Management's June-Yon Kim explains, investors cannot ignore this opportunity.

And why Lazard Asset Management's June-Yon Kim believes investors can expect improving earnings growth from Japanese companies.