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Japan Equities Through a Local Lens: Opportunities for European Investors (EN)

Japan Equities Through a Local Lens: Opportunities for European Investors (EN)

FINANZ Podcast vor 10 Monaten

Kei Ohashi offers a deep dive into Japan’s equity markets from a local perspective, highlighting where European investors can find long-term opportunities amid shifting market dynamics.

0:00

41:36

In this session, Kei Ohashi, Investment Director at Sumitomo
Mitsui Trust International, presents an insider’s view on Japan’s
equity markets and the unique opportunities they offer European
investors. Drawing on his extensive experience in Japanese
equities, product management, and alternative investments, Ohashi
will explore the economic and corporate trends shaping Japan’s
market, including the impact of corporate governance reforms,
innovation, and sector-specific growth drivers. He will also
share strategies for navigating currency considerations, market
volatility, and valuation opportunities, offering practical
insights for institutional investors seeking exposure to one of
Asia’s most resilient markets.

Sumitomo Mitsui Trust International

Disclaimer

DE: Der Inhalt dieser Folge dient der allgemeinen Information und
ist keine Empfehlung zum Kauf oder zur Veräusserung bestimmter
Finanzinstrumente. Alle Angaben sind ohne Gewähr und es handelt
sich nicht um Anlageberatung.

EN: The content of this episode is for general information
purposes only and does not constitute a recommendation to buy or
sell specific financial instruments. All information is provided
without guarantee and does not constitute investment advice.