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Japanese Equities : New Themes, Old Foundations

March 4, 2026 - 9:00 am

Japan’s equity market is shifting, with corporate reform, innovation, and changing domestic demand impacting the landscape for Japanese business performance. Modernisation built on the traditional corporate strengths and a disciplined approach anchors the market’s trajectory but opens new world of opportunity.  This session will explore how these new themes are emerging, where value is being...
Sponsors Sumitomo Mitsui DS Asset Management Baillie Gifford
With panellists Fund Selectors and CIOs
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