A unique perspective on Japan

Presented by

Carl Vine

About this talk

For investment professionals only. Please join our webcast on 25 May at 9:00 am with Carl Vine, Fund Manager of the M&G Japan Strategy. Carl continues to be optimistic about the structural outlook for stock market earnings growth in Japan. This optimism is based on the dynamic of ongoing self-help as the corporate sector continues to take advantage of low-hanging fruit to increase margins and optimize both corporate structures and strategies. Whilst it has been a choppy start to the year for stock markets globally, Carl continues to focus on the reform thematic – something he believes is a once in a generation event for corporate Japan. The pressure for enhanced governance, higher margins and a better Return on Capital continues to intensify – a recent example being the Tokyo Stock Exchange’s announcement that it would demand companies trading below book value, to publish their strategies to raise their stock valuations. This plays into our strategy of being the “shareholder of choice”. Carl will use real life examples to illustrate how “value-added shareholdership” contributes to value creation and release for our end investors. Past performance is not a guide to future performance.
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