In today’s briefing:
- Global Exchanges – Japan Exchange Is Our 2024 High Conviction Call
- Future Human Resource Strategy to Mobilize Power Regardless of Age, Gender, or Nationality
Global Exchanges – Japan Exchange Is Our 2024 High Conviction Call
- We rate Japan Exchange as our 2024 high conviction buy in exchanges, for its attractive valuations, as well as its potential for increased market activity and big data revenue growth
- We believe that Japan Exchange is the exception to the rule that DM exchanges need to diversify their revenue bases, as it is under less de-regulatory pressure
- We also stick with Hong Kong Exchange as the deep value pick, as well as Deutsche Borse; we remain negative on Coinbase
Future Human Resource Strategy to Mobilize Power Regardless of Age, Gender, or Nationality
- An increasing number of companies rehire senior employees until age 65 to address labor shortages and pass on skills, but there are challenges in retaining senior employees and maintaining loyalty.
- Daikin is expected to be effective in motivating senior employees and passing on skills in terms of extending employment to age 65 without lowering wages.
- Daikin’s board members are older, so they fully understood that age was not an obstacle to senior employee success. On the other hand, Daikin faces many challenges in diversity.
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