Japanese Equities
topic on 2 shows · 6 statements across 5 episodes
Capital Allocators 
Big Technology
6 statements about Japanese Equities, every show
Brown: Warren Buffett Uses the Yen Carry Trade for Japanese Equities
“Warren Buffett is involved in the yen carry trade. He sold bonds, denominated in yen, and used that to fund the purchase of Japanese equities.”
Aitken: Japanese equities will continue re-rating and gaining popularity beyond 2023
“There's a whole range of world-class businesses in Japan that have progressively been re-rated, and I would expect that to get more popular. Not just over the remainder of this year, but beyond, particularly if the yen turned around for any reason.”
Smith: Japanese equities feature world-class companies trading at steep valuation discounts
“So I think Japan has a growing number of world class companies that have world class governance structures, world class capital allocation decisions, but yet do not trade at world class valuations.”
Smith: Japanese equity de-rating process is near the end
“But I believe we're very deep into that de-rating process now. And we're a lot closer to the end of it than the beginning of it.”
Jensen: Japanese equities offer superior risk-reward due to policy support
“I particularly like the setup in Japanese equities because more than any other country, the policy response to any downturn will be to buy equities directly. And at the same time, the prices are not nearly as expensive as in other places. So I think while they…”