Reported 7 months ago
Bireme Capital's founder, Evan Tindell, highlights Japanese mid- to small-cap stocks as a key investment area, with approximately 40% of his assets allocated there. Tindell emphasizes evaluating individual companies' valuations over central bank actions and identifies Japanese stocks as a major opportunity despite similarities in inflationary environments with the US. As Japanese companies focus more on shareholder interests, potential catalysts like share buybacks, dividend payouts, and market opening for corporate control are foreseen, indicating a positive outlook for Japanese equities.
Source: YAHOO