Beyond the Cherry Blossoms: A Fresh Perspective on Japan’s Growth Potential

Japan's market conceals a treasure trove of growth opportunities beyond its familiar façade, with digitalization, niche manufacturing, and gaming emerging as just some of the country’s hidden gems ripe for discovery by long-term investors. Our patient and flexible approach empowers us to look past conventional wisdom, moving beyond stereotypes of salarymen and aging demographics, to seize upon the innovators driving Japan’s revival. From Masayoshi Son to Super Mario, Japan’s growth story is being rewritten by master crafters, iconic brands, and pioneering entrepreneurs who are transforming industries and opening doors to new markets across Asia.

Learning Objectives:

• Putting the past into perspective. Why growth could emerge elsewhere.
• A Sneak Peek at some of Japan’s leading areas of innovation: Get an insider's look at Japan's cutting-edge sectors, from digitalization to niche manufacturing, that are set to outperform expectations.
• Navigating Japan's Cyclical Challenges: Learn how to successfully navigate Japan's cyclical fluctuations, leveraging a long-term approach to capitalize on the country's hidden growth drivers.

Speaker:

Thomas Patchett, Investment Specialist Director, Baillie Gifford

Thomas is an investment specialist in our Japanese Equities Team and a member of the Japan Product Group. Thomas maintains a close relationship with the Japanese Investment Team, participating in stock discussions and portfolio meetings, as part of his investment specialist role. Thomas joined Baillie Gifford in 2015. Prior to joining Baillie Gifford, Thomas worked as a Private Banker at Barclays Wealth & Investment Management. Thomas graduated BSc (Hons) in Business Management from Kings College London and is also a CFA Charterholder.