August 4, 2025 05:53 AM GMT Investor Presentation | Japan M Foundation Japan Summer School: Japan Equity Strategy Japan's ROE and Productivity Journey: Revitalized Japan This presentation outlines the key macroeconomic and microeconomic forces propelling Japanese equities. These include strong nominal growth, the impact of US tariffs and investment initiatives, potential changes in Japan's political landscape and fiscal policy stance, ongoing corporate governance reforms, and Japan's evolving industrial com ...