Leadership change and the outlook for Japan

Presented by

Archie Ciganer, Dan Hurley

About this talk

It was a difficult start to the year for Japan. After outperforming in 2020, the country has disappointed investors in 2021 due to the delayed vaccination roll-out and the negative reaction over the government’s decision to host the summer’s Olympic Games. Ahead of a general election coming up, these factors ultimately conspired to cost Prime Minister Suga his job in August after his popularity had fallen to all-time lows. But with the Olympics behind us, vaccinations now ahead of many developed peers and some positive political developments, Japan has started to outperform. Join us on 15 October at 08:00am BST / 09:00am CET where Dan Hurley will be joined by Tokyo-based PM Archie Ciganer to discuss his thoughts on the state of play in Japan, what the leadership change means for investors and whether it’s likely to derail any of the positive reforms that Japan has pursued in recent years. Archie will also talk to his portfolio, how he’s been navigating this challenging period and where he sees opportunities going forward.

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