Nikkei to Underperform Topix in Near Future: Oasis Management

The video discusses significant changes in Japan's market indices, particularly the shift from the Nikkei to Topix, and the implications for ETFs and the BOJ. It covers expectations for shareholder returns amid record profits and improved corporate governance. The video also highlights public and private engagements with companies, M&A activities, and white knight scenarios, including notable cases like Shimatsu and Tokyo Dome. Finally, it provides updates on Hazama Ando's share buyback and future proposals to enhance shareholder value.

What are the anticipated changes in management practices in Japanese companies?

What changes have been observed in the approach of independent boards towards takeover bids?

Discuss the implications of the share buyback mentioned for Hazama Ando.