Postcard from Tokyo
Lonwabo Maqubela, Deputy Chief Investment Officer, and Jeremy Gorven, Senior Investment Analyst, recently returned from a week-long research trip to Japan, where they attended the Daiwa Securities 2025 Japan Investment Conference. This annual event brings together investors and corporate leaders to discuss industry trends, economic developments, and investment opportunities. Conferences like these provide a valuable and productive platform for investors like us to engage directly with company management, gaining critical insights into investee companies, their performance, strategic initiatives, and future plans.
In this article, Lonwabo and Jeremy share key takeaways from the conference, offering a first-hand perspective on Japan’s evolving market landscape and the implications for investors.