In good company: Strong balance sheets offer Japanese firms resiliency during downturns
Deep Dive into Japanese equities
Junichi Takayama of Nikko Asset Management
The Covid-19 pandemic has triggered changes in Japan that would have taken many years to initiate in less turbulent times. We believe there is significant value to be unlocked under such circumstances.
The pandemic has forced Japan to adapt to new norms overnight. Before, many segments had been caught in inertia under a risk-averse culture. However, risks from inertia now outweigh risks from implementing...
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