Japanese stocks

Takeover defences have experienced a resurgence in the face of rising shareholder activism. This decision is a warning to company management

Bidding war between Bain & EQT for the owner of leading restaurant reviews site Tabelog could create a huge windfall for Digital Garage

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?

A lot has changed in the decade since Japan's Abenomics period - why we're positive about the prospects for Japanese equities.

The macro veteran on the end of US exceptionalism, Australia is the “stagnation nation”, and the one country offering big upside right now

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.

The Forager team undertook a research trip to Japan a couple of months ago, meeting more than 50 companies. Here's two that stood out.