Why Now Is a Good Time to Invest in Japanese Stocks

The video discusses the impact of Abenomics on Japan's market, highlighting the initial excitement and subsequent disappointment among foreign investors. It explores the role of activism in driving market changes and improving company valuations. The challenges of activism in Japan are addressed, emphasizing the need for tailored approaches. The emergence of homegrown activists and changing investor strategies are noted. A case study of JR Kyushu illustrates successful activism, and future prospects, including Toshiba, are briefly mentioned.

Describe the significance of the engagement with the former government-owned rail company in Japan.

What changes did the company mentioned in the engagement make after the activist involvement?