Market Matters with Megumi Takayama

Sections

  • 00:00 Introduction
  • 01:15 Background to becoming a portfolio manager and analyst
  • 03:22 The biggest change seen within Japanese markets
  • 04:55 The impact of corporate governance improvements
  • 05:31 An explanation of cross-shareholdings
  • 08:39 The impact of the return of inflation on markets and companies
  • 11:56 The impact of rising interest rates and real wage growth on companies
  • 14:21 Have corporate governance reforms impacted CCJI's investable universe?
  • 15:36 How CCJI balances the need to provide income as well as capital growth
  • 16:38 How will US tariffs affect Japan?
  • 18:52 On which sectors in Japan are you the most bullish?
  • 20:09 The biggest risks for investors in 2025 and beyond
  • 21:02 The biggest opportunities for investors in 2025 and beyond
  • 21:38 Further information
  • 21:50 Disclaimer