Capitalising on change: Japan’s growth champions

In this episode of Short Briefings on Long Term Thinking, Leo Kellyan interviews Matthew Brett from Baillie Gifford's Japan team about investment opportunities in Japan. Matthew discusses his background in psychology and how it informs his investment approach, the unique aspects of the Japanese market, and the structural changes driving growth, including digitalization, automation, and the rising wealth of Japan's Asian neighbors, and healthcare needs of an aging population. He highlights specific companies like Rakuten, DMG Mori, Keyence, Koze, Shiseido, Eisai, and Peptidream, explaining their potential for long-term growth. Matthew also shares his current reading, "Slow Down" by Kohei Saito, and how it influences his thinking on sustainable investment.