Increasing compliance with Japan’s Corporate Governance Code, thanks in large part to shareholder pressure, is driving significant reform in corporate Japan. More and more companies are divesting of underperforming businesses, selling non-core assets, cutting costs, embracing digital transformation and returning cash to shareholders. Simple changes in capital allocation policies can deliver outstanding results, as portfolio manager Jamie Halse explains.
Disclaimer
DISCLAIMER: The above information is commentary only (i.e. our general thoughts). It is not intended to be, nor should it be construed as, investment advice. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Before making any investment decision you need to consider (with your financial adviser) your particular investment needs, objectives and circumstances.