Why this comeback story is gathering momentum.

For years, Japan was seen as a slow-growth market defined by deflation and cautious corporate behaviour. Now, that narrative is changing.

In this month's episode of Sound Bites, Min Zeng, Portfolio Manager of the Fidelity Japan Equities Fund explores how inflation, stronger corporate governance and AI-led investment are reshaping the world's third-largest economy and uncovering opportunities that many investors may have overlooked.

Topics covered:
The structural shifts transforming Japan's investment landscape
How banks and other sectors are profiting from inflation's impact on earnings growth
Opportunities across financials, construction, AI and overlooked areas of the market
The outlook for Japanese equities amid global uncertainty

This episode was recorded 22 October 2026.

Why this comeback story is gathering momentum.
For years, Japan was seen as a slow-growth market defined by deflation and cautious corporate behaviour. Now, that narrative is changing.
In this month's episode of Sound Bites, Min Zeng, Portfolio Manager of the <a href="https://www.fidelity.com.au/funds/fidelity-japan-equities-fund/">Fidelity Japan Equities Fund</a> explores how inflation, stronger corporate governance and AI-led investment are reshaping the world's third-largest economy and uncovering opportunities that many investors may have overlooked.
Topics covered:
<ul>
<li>The structural shifts transforming Japan's investment landscape</li>
<li>How banks and other sectors are profiting from inflation's impact on earnings growth</li>
<li>Opportunities across financials, construction, AI and overlooked areas of the market</li>
<li>The outlook for Japanese equities amid global uncertainty</li>
</ul>
This episode was recorded 22 October 2026.

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