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SECTOR ETFEWJDXJBULLISHSubstantive discussion · 3/5

No single ticker was named. Japan ETFs are one way for retail investors to get exposure. Not a recommendation.

Japan micro-caps offer deep structural value

The case was made that Japanese small and micro-cap equities offer extreme deep value driven by corporate governance reforms and unwinding cross-shareholdings.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Japan micro-caps offer deep structural value · Zortix