Jessica Johnson, Analyst, Global Listed Infrastructure
Since my last trip to Japan, there has been a noticeable change in engagement with investors, including discussions on diversity – particularly women in the boardroom – and incentives linked to financial performance.
Japan is starting to deliver some volume expansion. Port volumes turned positive for the first time in two years. Rail and airport volumes are robust and will receive a boost from the 2019 Rugby World Cup and 2020 Olympics. Sentiment is lifting and domestic companies are expanding their operations.
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