Japan's corporate governance reform is a sleeping giant for domestic savings activation
Japanese corporates have never received proper shareholder pressure, but bit-by-bit governance changes are unlocking a massive pool of domestic savings. This structural shift creates a significant investment opportunity in Japan.
Dual-class shares defended as contractual rights enabling entrepreneurship
Wallenberg argues dual-class share structures are legitimate contractual agreements that allow founders to raise capital while retaining influence, and investors can choose whether to participate; the Swedish system provides transparency around this choice.