47. ‘Cool’ brands and Japan’s Silicon Valley

Richard Kaye has been living in Japan for the past 30 years. In this podcast he tells us about the Silicon Valley of Japan; why there are more women as a percentage of the workforce than in the US; why the country has ‘cool’ brands wider Asia wants to buy; and explains that, as a nation with no natural resources, Japan also has a lower carbon footprint than many other countries.
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Comgest Growth Japan is a concentrated portfolio of around 30 high quality long-term growth Japanese companies. The managers – based in Tokyo and Paris – believe that Japan is full of under-researched companies with great capital discipline, barriers to entry and growth. Their mission is to find them. Each holding they buy for the fund is bought with a three to five year outlook.

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