Operating Effectively in Japan’s Renewed Market
Summary
Japan's equity market has transformed from tactical play to strategic allocation driven by governance reforms and corporate behavior changes. However, international managers face operational challenges. Success requires disciplined controls: dividend accrual policies, corporate action workflows, FX/funding management, cross-market scheduling, and strategic automation. These mechanics create competitive advantages.
Premal Desai
Premal Desai is the Managing Director overseeing the product team in India for Arcesium. Prior to his current role, Premal was co-head of Arcesium’s Financial Operations group in India.
Sources:
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[ii] W1M, June 2025. https://www.w1m.com/insights/the-bull-case-for-japanese-equities/
[iii] TSE, June 2025. https://www.fsa.go.jp/en/refer/councils/follow-up/material/20250602-07.pdf
[iv] Quick, January 2025. https://corporate.quick.co.jp/en/japanmarketsview/equity/is-corporate-reform-further-progressing-in-2025-roe-improvement-as-key/
