Are green shoots starting to appear in Japan?

This news coincided with published comments by the head of Tokyo’s stock exchange, Atsushi Saito. He warned that Japan might have to sell its assets cheaply to emerging economies such as China and India unless Japanese corporations made major changes to their corporate governance regimes, and helped to address Japan’s growing burden of excessive public debt. Some might regard such downbeat developments as reasons why savvy investors would want to steer well clear of Japanese equities. However, some investors are going against the grain. Among them is HFM Columbus’s investment director Ro...