Kei Ohashi offers a deep dive into Japan’s equity markets from a local perspective, highlighting where European investors can find long-term opportunities amid shifting market dynamics.
In this session, Kei Ohashi, Investment Director at Sumitomo Mitsui Trust International, presents an insider’s view on Japan’s equity markets and the unique opportunities they offer European investors. Drawing on his extensive experience in Japanese equities, product management, and alternative investments, Ohashi will explore the economic and corporate trends shaping Japan’s market, including the impact of corporate governance reforms, innovation, and sector-specific growth drivers. He will also share strategies for navigating currency considerations, market volatility, and valuation opportunities, offering practical insights for institutional investors seeking exposure to one of Asia’s most resilient markets.
🔗 Sumitomo Mitsui Trust International