1. Daniel Loeb Increases Bet on Japan as Existing Holdings Decline

    Daniel Loeb Increases Bet on Japan as Existing Holdings Decline

    Loeb hopes economic reforms in the country will create unprecedented opportunities Check out Daniel Loeb Stock Picks » Download GuruFolio Report of Daniel Loeb

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    1. Japanese corporate assets are inefficiently managed by international standards… Simply put, each unit of Japanese private capital produces only one half the amount of output generated by one unit of American private capital.
    2. The original third arrow (growth strategy to stimulate private investment) has been accused of being slow in its implication.
    3. With a resolution to the arbitration finally on the horizon and the improving cyclical tailwinds to its dominant Indian business in place, Suzuki seems undervalued today.
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