45. Japan: robots, politics and internet investing

Manager Matthew Brett talks to us about how improvements in machine vision and artificial intelligence have led to robots being used more widely, tells us how Japanese strength in component manufacturing is benefiting from these advances, and explains why a Chinese internet giant and Japan’s second richest man, are both making a software company more exciting.
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Baillie Gifford Japanese fund and Baillie Gifford Japan Trust were both launch in the 1980s. They are both run by the same team, in the same style – seeking out growing Japanese businesses that deliver consistently strong returns to shareholders. Both products can invest in companies of any size, but have a natural bias towards mid-caps.

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