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EssentialThe Essential Conversation

Is Japan a Better Bet Than China?

Featuring Andrew McDermott and David Salem

Apr 18, 2022 • 47 minutes

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Essential

The Essential Conversation

Is Japan a Better Bet Than China?

Respect for free markets and stable institutions make the Land of the Rising Sun an attractive market.

Featuring Andrew McDermott and David Salem

Apr 18, 2022 • 47 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. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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