Amova sees Japan’s structural shift creating investment opportunities beyond governance reform
EWJ•Amova Asset Management sees opportunities in Japanese equities beyond governance reform, favoring transforming midcaps and companies supplying AI infrastructure, robotics and industrial automation. Its exposure to companies valued at $3 billion–$10 billion is substantially above its benchmark.
1. Opportunities beyond governance
Amova Asset Management's investment team says structural changes in Japan are creating equity opportunities beyond corporate governance reform. It favors transforming midcaps and has exposure to companies valued at $3 billion–$10 billion substantially above its benchmark.
2. Inflation and technology themes
The analysis says inflation raises the cost of idle cash, encouraging investment and acquisitions that could improve returns on equity. It also points to Japanese suppliers benefiting from AI infrastructure spending, as well as robotics and industrial automation as AI expands into physical applications.
