Japan’s investment revolution, November 2023

Thomas Patchett, investment specialist at Baillie Gifford delves into the current state of investing in Japan, emphasising key transformations in corporate governance and economic shifts. Thomas starts by highlighting Japan's focus on Japan's transition from deflation to mild inflation and overlooked areas within the Japanese market, particularly smaller to mid-cap companies with examples GMO Internet and Cyber Agent. Additionally, the interview addresses concerns such as Japan's demographic challenges, the country's pivot towards automation and digitalisation. Thomas wraps by giving his outlook for Japan in 2024.