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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.

Japanese governance reform drives deep-value opportunity

The speaker outlined an early-2000s thesis that small and mid-cap Japanese equities presented compelling value unlocked through corporate governance reform and activism.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Japanese governance reform drives deep-value opportunity · Zortix