Japan Ahead: Oasis Management CIO Seth Fischer

The transcript discusses the current state of Japan's market, highlighting significant changes in corporate governance, shareholder engagement, and foreign investment trends. It explores the impact of domestic shareholders, the Tokyo Stock Exchange's new policies, and the Bank of Japan's monetary policy. The discussion also covers sector-specific opportunities and Japan's position as an alternative investment to China, emphasizing the market's stability and potential for growth.

What changes have been observed in corporate governance in Japan?

How does the current monetary policy in Japan compare to the rest of the world?

What sectors are highlighted for investment opportunities in Japan?