Insights

Though 2022 was tough for investing, hope remains that Japanese companies can overcome a challenging backdrop.

For the year ended September 2022.

Less foreign visitors, more cashless payments. Donald Farquharson reflects on post-Covid Japan.

Matthew Brett on the Trust’s 2022 performance and returns.

Why Fusajiro Yamauchi’s business remains a fascinating opportunity for growth investing.

Join Matthew Brett, the Baillie Gifford Japan Trust Manager, as he outlines how the trust aims to capitalise on the country’s unique growth opportunities.

Tyre maker Bridgestone is poised to benefit from next-generation road vehicles.

As the Baillie Gifford Japan Trust turns 40, robotics and cosmetics are on its manager’s mind.

Over four decades Japan has seen 21 prime ministers come and go. Exporters such as Toyota and Toshiba have flourished but the country has also struggled with debt and deflation. Matthew Brett, manager of The Baillie Gifford Japan Trust, discusses what’s next.

Banned from travelling during the pandemic, Matthew Brett, manager of The Baillie Gifford Japan Trust, explains the advantage of perspective.

Traditions die hard in Japan, but a crisis often sparks accelerated change and innovation. Praveen Kumar, manager of Baillie Gifford Shin Nippon and deputy manager of the Baillie Gifford Japan Trust, talks about the upstarts making inroads.

Investment manager, Praveen Kumar explains why the Japanese cosmetics industry is in a period of rapid growth and how it could be set to continue for the long term.