Published on: April 18th, 2022 • Duration: 48 minutes
For literally decades, the Asia investment story came down to China. Many investors now are questioning their exposure to the Mainland. May it be time for a far eastern alternative? In conversation with David Salem of TIFF Investment Management, Mission Value Partners President Andrew McDermott makes a compelling case that investors should give Japanese equities a fresh look. Generational turnover in leadership of Japanese companies and the country’s underestimated macro strengths combined with a number of other factors suggest Japanese equities are undervalued, argues McDermott. He also posits that the island nation may pivot more quickly on nuclear energy than the prevailing narrative allows. Recorded on April 15, 2022.