A little goes a long way: How Japan's activist shareholder evolution is slowly taking off

Deep Dive into Japanese equities

clock • 5 min read

With much of the world focused on the US election, another world leader has recently taken office with relatively little attention, but with promises that could be significant for investors.

Yoshihide Suga replaced Japan's longest-serving Prime Minister Shinzo Abe in September and vowed to continue many of his predecessor's long-term reforms.  For SKAGEN M², which has about 10% of assets in Japanese companies, this will hopefully include improving corporate efficiency and protecting minority shareholders. Elite Radar: FSSA Japan Focus fund Suga has already announced the creation of a new agency to improve the country's digital infrastructure which should benefit the fund's largest overall position, Keihanshin Building, at 5.8% of the portfolio. Founded in 1948, Keih...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Asia

This new index features a less heavy financial skew, instead aiming for a greater balance, with a higher allocation towards healthcare and new energy companies.

China unveils new blue-chip index in bid to boost investment in Beijing listings

CSI A50 index

Eve Maddock-Jones
clock 05 January 2024 • 1 min read
Peter Tasker (pictured), co-founder and strategist at Arcus Investment

Arcus Investment's co-founder: Japanese renaissance

2024 Japan outlook

Peter Tasker
clock 22 December 2023 • 4 min read
Partner Insight: Will hostile takeovers boost Japan's appeal in 2024?

Partner Insight: Will hostile takeovers boost Japan's appeal in 2024?

Shifting mindset around corporates structures is helping Japan to rally; but for how long? Watch our latest series, Investment, Talks: Japan

Hardeep Tawakley
clock 23 November 2023 • 1 min read
Trustpilot