127. Exciting investment trends in Japan and the art of Nemawashi

Andy Brown and Thomas Patchett, investment specialists for Japanese equities and product specialists on the Elite Rated Baillie Gifford Japan Trust, discuss whether the pandemic has encouraged change in a country with a reputation for being slow to adapt. They talk about the increase in young entrepreneurs, the long-term trends exciting investors and the three elements to Sumitomo Metal Mining company that makes it an attractive investment in their eyes.
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Launched in January 1981, the Baillie Gifford Japan Trust aims to provide capital growth by investing primarily in Japanese small and medium-sized companies, which offer exceptional growth opportunities with sustainable business models. The portfolio will typically hold 40-70 stocks and it began paying a dividend in 2018.

Read more about Baillie Gifford Japan Trust

What’s covered in this podcast:

  • Whether the pandemic has encouraged change in Japan [0:19]
  • Why Japanese companies are championing change [1:30]
  • How younger generations are becoming more entrepreneurial [2:30]
  • Which long-term trend is the most exciting for investors [4:16]
  • Why Japanese companies are cheaper than their global peers [6:23]
  • Why the team likes top ten holding Sumitomo Metal Mining [7:47]
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