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Roadmap to a stronger Japan - changing drivers

Japan made an impressive comeback to the global market headline in 2013. Can the Japanese market maintain its momentum into 2014 and beyond? We believe the answer lies within the corporate sector. Having explored the macroeconomic landscape during his previous webcasts in 2013, Alexander Treves, Head of Equities – Japan, will turn to take a look at the corporate sector this time. His presentation will focus on the following topics:

• Macro versus Micro: Key earnings drivers for 2014

• Why Japanese companies’ return on equity has been so low? How could aggregate ROE change going forward? Do we expect improving ROE from any particular sectors?

• Shareholder value creation versus destruction: stock examples

• Fidelity’s engagement in improving corporate value in Japan: Our dialogues with Japanese companies, METI and other regulators.

• Investment opportunities in 2014: sector & stock examples
Recorded Jan 21 2014 38 mins
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Alexander Treves
Presentation preview: Roadmap to a stronger Japan - changing drivers

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  • Title: Roadmap to a stronger Japan - changing drivers
  • Live at: Jan 21 2014 10:00 am
  • Presented by: Alexander Treves
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