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Why now for Japan’s stock market, lessons from 3 decades in investment management and open water swimming with James Salter, Founder and CIO of Zennor Asset Management
Manage episode 332380720 series 2882616
Show notes
Paul was joined by James Salter on the podcast this week. James was a former founding partner of Polar Capital and has recently set up his own boutique, Zennor Asset Management with co-Founder David Mitchinson. They discuss why the Japanese stock market looks interesting today, the future relationship between China and Japan, the outlook for the yen and also what it takes to swim the Channel!
https://zennorassetmanagement.com/
58 епізодів
Manage episode 332380720 series 2882616
Show notes
Paul was joined by James Salter on the podcast this week. James was a former founding partner of Polar Capital and has recently set up his own boutique, Zennor Asset Management with co-Founder David Mitchinson. They discuss why the Japanese stock market looks interesting today, the future relationship between China and Japan, the outlook for the yen and also what it takes to swim the Channel!
https://zennorassetmanagement.com/
58 епізодів
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