From our offices in Tokyo, portfolio manager Dan Maguire joins host Thomas Mucha to discuss the massive economic and market implications of Japan's efforts to end deflation.
1:45 Japan's economic recovery: Exiting deflation
4:35 Structural shifts in Japan’s labor market
6:35 Japanese zombie companies and the drive for efficiency
8:25 Outlook for Japanese small caps
11:05 Geopolitical impacts on Japan’s financial market
14:40 Assessing Japan’s attractiveness versus other markets
18:10 Personal observations on investing in Japan
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