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Hidden Treasure
08/31/2026Zennor Asset Management’s James Salter and David Mitchinson explain why they believe governance reform in Japan still has legs, how they’re assessing macro themes related to AI, tariffs and the yen, what short-term risks are most top of mind, and why they see opportunity in Kyocera, Air Water, Park24, Sumitomo Osaka Cement and Kyoto Financial.
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