James Rosenwald, Chief Investment Officer of Dalton Investments, was recently featured in Nikkei Asia. Rosenwald has advice for Japanese companies for improving capital efficiency including increasing the number of outside directors and managing balance sheets to take advantage of the current less than 1% interest rate in Japan. He believes if companies follow his advice, the Nikkei Stock Average could reach 40,000 by 2025. Read the article here.
