In today’s briefing:
- The Key to Japanese Equity Outperformance Is a Step Beyond Shareholder Returns
The Key to Japanese Equity Outperformance Is a Step Beyond Shareholder Returns
- A benefit of inflation was expected to shift from management that accumulates cash to management that proactively uses cash. However, it’s been used for shareholder returns but less for apex.
- Hitachi is one of few companies that manage business in disciplined manner and execute the necessary growth investments. This is more result of overseas investor engagement than corporate governance reform.
- The key to Japanese equities outperformance is whether management can change to mindset that investors want to see “positive investment and the ability to implement measures to expand corporate value.”
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