Japan Industrials

Kishida as Prime Minister: The Path Ahead

Thematic (Sector/Industry)
327 Views, 01 Nov 2021 09:22
EXECUTIVE SUMMARY

What’s Original?

In this original, we have discussed some of the key aspects highlighted in Kishida’s policy statements along with the current status of these policies and companies that are likely to benefit.


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Mio Kato
Japan/Asia Long-Short
LightStream Research
JapanEquity Bottom-UpEquity Capital Markets

Over 15 years analysing Japanese and Asian stocks from a long/short perspective I focus on cyclically driven sectors su... 

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