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SECTOR ETFEWJDXJBULLISHCore thesis · 5/5

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

Japan micro-cap value re-rating ongoing

The bull case for Japanese small/micro-caps rests on regulatory pressure forcing cash-rich companies to fix capital misallocation by boosting buybacks and dividends.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE