Mark Colgate speaks with David Mitchinson about the Zennor Japan Equity Income Fund.
- 0:41: David Mitchinson introduces the Zennor Japan Equity Income Fund influenced by Japan's governance reforms.
- 1:08: Discussion on strong balance sheets of Japanese companies and expected changes in cash distribution.
- 1:30: Anticipated growth in income from various market sectors in Japan.
- 2:27: Contrast between Japanese and U.S. equity markets and investment trends.
- 3:18: Attractiveness of Japanese equities based on dividend premium over government bond yields.
- 4:22: Rationale behind Japanese companies' cash accumulation and expected redistribution to investors.
- 5:11: Societal and economic pressure in Japan driving efficient capital usage.
- 6:08: Japan's evolving awareness of cost of capital and its impact on investment strategies.
- 7:21: Opportunities in digitization and productivity in Japan's traditional, paper-based systems.
- 8:50: Focus on investment in companies with capital-light models and potential in software, IT, and electronic payments sectors.
