Why Japanese corporates will prove the cynics wrong

Improved receptiveness to shareholders

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Joe Bauernfreund of the British Empire Trust
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Joe Bauernfreund of the British Empire Trust

Much has been written about Japan and the amount of value on offer there.

This value is stored up in corporate Japan's overcapitalised balance sheets and is kept locked away through a labyrinth of cross shareholdings, inert boards and bank alliances.  Cynics argue that this will never change and this time is no different to any of the other periods where there was hope for a wave of change in corporate mentality. Our view at British Empire Trust is that things are changing and evidence suggests these changes are bearing fruit.  How Japan is playing attention to minority shareholders In addition to our own anecdotal experiences of improved corporate re...

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