Preview
A World Apart
04/30/2022Orbis Investments’ Brett Moshal and Alex Bowles explain why Japan is a good market for active value investors, why they’re not as pessimistic about corporate governance as they once were, the macro risks they consider most top of mind, and why they see uniquely mispriced upside in Yamato Kogyo, Daiwa House, Inpex and Japan Petroleum Exploration.
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