In this video, Walter Scott client investment manager Murdo MacLean discusses a trip to Japan undertaken by members of the research team. Find out what they learned.
Key points:
- Japan's economy has been performing well, aided by a weaker yen, making it an interesting time to revisit investment opportunities.
- The Walter Scott research team found companies across an array of sectors are open to improving shareholder returns, dividends, and share buyback programmes.
- Many corporates are asking for feedback on how to improve disclosure to shareholders and internal rate of return.
- The team is excited about opportunities in automation, healthcare, and technology, particularly in companies that may benefit from the diversification of supply chains away from China.
- The government and companies are investing in digital transformation and labour reform, which could lead to long-term growth opportunities in areas like automation and healthcare.
