For decades, Japan was viewed as a market defined by deflation and one that investors could afford to overlook. Today, that narrative is changing.

With the Nikkei 225 breaking through its previous record highs and maintaining upward momentum, Japan is increasingly being recognised as a market that can play a core role in global portfolios.

This webinar is designed for investors seeking to better understand Japan’s evolving market landscape and its future potential. We will explore the structural drivers behind the market’s transformation, including ongoing corporate governance reforms and a sustained improvement in shareholder returns.

We will also highlight key investment themes gaining traction in Japan today—from globally critical semiconductor supply chains to sectors aligned with the government’s key policy initiatives—and discuss how investors can thoughtfully integrate Japanese equities into a diversified portfolio.

💡 What you’ll take away from this session:

• Understand what is driving Japan’s market resurgence
• Explore the impact of corporate governance reforms
• Identify key investment themes shaping Japan’s future
• Learn how to incorporate Japanese equities into a diversified portfolio
• Discover practical ways to gain exposure to Japan