Why 2020 could be a game changer for 'de-Japanifying' Japan
Country 'doing the opposite' from rest of the world
Richard Kaye of Comgest
Japan, along with China and Korea, is seeing a noted stabilisation in net virus count and related deaths.
Our conversations with several companies in recent days have focused on the normalisation of China factory output and utilisation (Keyence or Daikin are direct beneficiaries, in our Japan portfolio), Chinese...
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