Home Asset Managers Japan’s new digital agenda and the impact on Japanese equities

Japan’s new digital agenda and the impact on Japanese equities

With Suga as new Prime Minister, some changes are underway in Japan. He wants, for example, to push ahead with the digitisation of society. We asked Mitsuhiro Yuasa, Portfolio Manager, Eric Sturdza Investments, what stocks could benefit from the new digital agenda and what other changes are taking place in Japan now.