The Capital Cycle Podcast
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Investor sentiment towards these two Emerging Markets is now widely divergent. Where does the best value lie?   Presented by Edward Chancellor   With Alex Duffy, Portfolio Manager Emerging Markets Hosted on Acast. See acast.com/privacy for more information.
Published 09/30/24
Slowly but surely, shareholder interests are becoming more important in corporate Japan, in part reflected in rising M&A activity.   Presented by Edward Chancellor   With Bill Arah, Marathon founder and Portfolio Manager Japan Hosted on Acast. See acast.com/privacy for more information.
Published 09/30/24
How are corporate governance reforms in Japan working in reality? The discussion focuses on one particular company – Olympus.   Presented by Edward Chancellor With Toma Kobayashi, Portfolio Manager Japan Hosted on Acast. See acast.com/privacy for more information.
Published 09/06/24