Japanese Stocks Still Cheap, Oasis CIO Fischer Says

The video discusses the current state of Japan's market, highlighting significant changes in corporate governance, increased profitability, and shareholder engagement. It examines the role of domestic and foreign investors, noting a recent shift towards foreign investment. The impact of Shinzo Abe's policies, particularly the 'three arrows' strategy, is analyzed, with a focus on corporate governance reforms. The Tokyo Stock Exchange's new initiatives to encourage companies to improve their market performance are also covered, including the emphasis on trading above book value and openness to mergers and acquisitions.

What factors contribute to the optimism in Japan's market according to the text?

How have foreign investors' behaviors changed in Japan's market over the years?

What is the significance of the 'three arrows' policy mentioned in the text?

Discuss the changes in corporate governance in Japan as highlighted in the text.

What role does the Tokyo Stock Exchange's new CEO play in influencing company behaviors?