327. Japan’s hidden investment gems: opportunities beyond the yen

<p>Explore the current state of the Japanese market and its future potential with Richard Kaye, co-manager of the Comgest Growth Japan fund, who discusses how recent currency volatility is shaping investor sentiment and what lies ahead for Japan's economy. We highlight the undervalued opportunities that exist within Japan, including hidden gems in sectors like technology and renewable energy. The episode also touches on corporate reforms, foreign investment, and the role of domestic investors in Japan's evolving landscape. With a fresh perspective on growth opportunities and market dynamics, this episode offers a comprehensive look at why Japan may be the...