In this episode Stefan Rheinwald, Head of Equity Research at Waverton, dives into Japan's market evolution post the 1980s bubble burst. He examines corporate governance improvements, shareholder value focus, and the importance of selective stock picking in a historically challenging market.

Stefan discusses Japan's role in global trends such as artificial intelligence and electric vehicles and the potential risks for 2024, particularly deflation.

For more information on any of the topics featured in this episode email whyinvest@waverton.co.uk or visit www.waverton.co.uk.  

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