Podcasts Breaking the Deflation Curse: How Corporate Governance is Renewing Japanese Equities

Lazard Asset Management’s June-Yon Kim joins Praemium’s Elisha Cheah to discuss the renewed appeal of Japanese equities. They explore the market’s growth drivers, from global exporters and tech innovation to corporate governance reform, and what’s behind the recent rise in foreign investor interest.

June-Yon also addresses long-standing structural issues like cross-shareholding, common misconceptions about Japan’s economy, and the key signals to watch for a shift in Japan’s market dynamics.

From Japan’s corporate reform momentum to the unwinding of entrenched cross-shareholdings, June-Yon offers a sharp perspective on the forces reshaping the market, and why Japanese equities could offer compelling diversification beyond traditional global exposures. Don’t miss this insightful episode!