The  Digitalization of Japan

The Digitalization of Japan

Japan is one of the most wired countries in the world, but cloud adoption is less than half of what it is in many other countries, and fewer than 10% of government administrative procedures in Japan can be completed online. Something is getting lost in translation, as...

Japan’s Labor Shortage

Japan’s Labor Shortage

My recent trip to Japan provided insight into the workstyle reforms being pursued in the labor-challenged nation, but didn’t dissuade me from my view that the country faces challenges. That means active management is essential to Japanese equity selection. As...

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