- Who is cleaning up after Takata’s airbag recall mess?
- “The Daicel Way” is the chemical industry equivalent of the Toyota Production System.
- Daicel trades at a discount relative to its peers, despite its industry-leading operations.
At this point exploring our site you’ve probably seen a lot of nice verbose rhetoric with plenty of adjectives describing how attractive we think Japanese stocks are. If you are as skeptical as I am though, you’d think that’s a load of BS until we substantiate it with some data and logical arguments.
We did introduce an argument in our first article and About page where we said there is no natural buyer for Japanese stocks, but until now, that’s been about it. Not very compelling. This article will attempt to introduce the case for Japan.