Story perspectives

Japan's Investment Revolution: 202% Returns Amid Market Shifts

3/15/2026

Summary

Story summary

Emily Badger of Man Japan Core Alpha says Japan's investment landscape is shifting due to a corporate governance revolution and an end to deflation.
Her fund's contrarian approach has yielded a 202% return over ten years.
Badger notes a significant preference for asset-heavy businesses, particularly in real estate, while the auto sector struggles due to competition and market uncertainties.
She emphasizes focusing on stock-specific stories rather than broader market trends.

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Story summary

Emily Badger of Man Japan Core Alpha says Japan's investment landscape is shifting due to a corporate governance revolution and an end to deflation.
Her fund's contrarian approach has yielded a 202% return over ten years.
Badger notes a significant preference for asset-heavy businesses, particularly in real estate, while the auto sector struggles due to competition and market uncertainties.
She emphasizes focusing on stock-specific stories rather than broader market trends.