Hideyuki Sano

Elliott has been active in Japan this year, investing in Tokyo Gas, Sumitomo, SoftBank Group and Mitsui Fudosan.

The Japanese government proposed a higher investment return target for the nation’s largest pension fund, a move that may open the way for it to increase purchases of stocks.

The long-held precept that a weak yen is a good thing for Japanese stocks may finally be put to rest, as the breakdown in their correlation accelerates amid divergence in global monetary policy.

The long-held precept that a weak yen is a good thing for Japanese stocks may finally be put to rest, as the breakdown in their correlation accelerates amid divergence in global monetary policy.

(Bloomberg) -- Baillie Gifford & Co., known for investing in hyper-growth tech stocks, now likes “boring” US infrastructure companies as it sees a building boom after many years of under-investment.

Baillie Gifford & Co., known for investing in hyper-growth tech stocks, now likes “boring” US infrastructure companies as it sees a building boom after many years of under-investment.

When the Tokyo Stock Exchange unveiled a campaign to whip poorly managed companies into shape two years ago, investors responded by piling into companies with the lowest valuations.

Investors are now trying to identify companies that have strong fundamentals but have a lot to gain by improving capital allocation, one portfolio manager said.

Activist investors’ infatuation with Japan has reached record levels. So has their influence.

Activist investors' infatuation with Japan has reached record levels. So has their influence.