393. From deflation to innovation and the new drivers of Japan
From FundCalibre - Investing on the go by FundCalibre
April 22, 2026 · 18 min
About this episode
This episode discusses the evolving investment opportunities in Japan as it transitions from deflation to a new era of growth.
This episode explores the changing investment landscape in Japan and why it may be entering a new era of growth. With deflation ending, wages rising and corporate governance improving, companies are being pushed to deploy capital more efficiently. We’re joined by Alison Henry, investment specialist in Japanese equities from Baillie Gifford, this week who highlights opportunities in mid-cap innovators, the growing influence of artificial intelligence and Japan’s leadership in robotics and auto...
People in this episode
Guest: Alison Henry
Topics covered
- investment landscape
- Japan
- deflation
- corporate governance
- artificial intelligence
- robotics
- auto industry
Keywords
- Japan
- investment
- deflation
- corporate governance
- artificial intelligence
- robotics
- mid-cap innovators
Mentioned in this episode
Organizations: Baillie Gifford
Places: Japan
More episodes of FundCalibre - Investing on the go
- 397. Meet the fund finding the next wave of innovation (before the market) · May 20, 2026 · 28 min
- 396. What investors keep getting wrong about cycles · May 13, 2026 · 33 min
- 395. High yield bonds in a world of chaos · May 7, 2026 · 23 min
- 394. From uranium to frontier matters: finding value where others aren’t looking · April 29, 2026 · 19 min
- 392. Value investing in a volatile world · April 15, 2026 · 21 min
- 391. Uncovering Asia’s growth engine · April 1, 2026 · 24 min
Explore listener stats, chart rankings, contacts and more on the FundCalibre - Investing on the go podcast page.