Where obsession meets opportunity: Japan’s ‘overlooked’ small caps
Автор: Baillie Gifford UK
Загружено: 2025-10-23
Просмотров: 490
From using AI to create better weather forecasts to helping people with disabilities get their dream job, Japan’s small companies are a disruptive force. Japan’s smaller companies represent a “niche and overlooked” asset class, but that’s precisely the growth opportunity, says Brian Lum.
Learn more about Baillie Gifford: https://www.bailliegifford.com
00:00 Coming up…
01:20 Introduction
02:15 Japanese influences
02:45 A focus on smaller companies
04:21 The Galápagos Syndrome
06:57 Learned lessons
08:39 Face-to-face meetings
09:31 LITALICO training workers with disabilities
13:41 Weathernews and climate change
15:47 AI-enhanced weather forecasts
17:27 Soracom’s ‘connected things’ future
21:40 Seria’s detail-obsessed 100-yen shops
24:24 Kohoku Kogyo’s crafted components
26:45 The long-term perspective
27:49 A niche, overlooked opportunity
29:49 Book choice
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