Japanese corporations

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 8, 2021 by David Baran · across every show →

Everything said about Japanese corporations, oldest first

Feb 8, 2021 positive
Insight
Baran: Japanese corporates, not other funds, drive Japan's valuation changes
“The competitive landscape for us is not really other funds. It's Japanese corporations. Because other funds are great, they can go out and do things, but the best buyer and the biggest proponent of change in valuations in corporate Japan is corporate Japan. An…”
David Baran Feb 8, 2021 ▶ 59:32 David Baran and Kazuhiko Shibata – Friendly Activism in Japan at Symphony (Capital Allocators, EP.176)
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