June (1/3)

An interesting perspective on a distant development; the spotlight is on Japan’s investment scene, with Warren Buffet and Larry Fink highlighting its potential. The Tokyo Stock Price Index has surged 29% in the past year, outpacing the S&P 500. Yet, despite this optimism, challenges like a weak Yen and an aging population persist.

 To navigate these hurdles and sustain growth, enhancing corporate governance is crucial. Here’s how board leadership in Japan is driving this change:

Articulate a full-potential corporate ambition. Too often, boards get bogged down in managing immediate risks instead of focusing on sustainable growth. It’s crucial for boards to elevate their discussions from short-term operational details to long-term vision and mission. Boards should challenge themselves to define their company’s ultimate goals and ensure every discussion aligns with this ambitious vision. Remember, if you don’t proactively drive change, it will be forced upon you.

Build a clear plan for creating value. Having a strong vision is just the start. Boards need to convert this vision into a clear, actionable plan for creating value. This involves setting concrete steps and continuously monitoring their progress. Effective boards spend time understanding and aligning on the core competencies of their company, ensuring they can provide insightful guidance that keeps the focus on long-term value creation.

Communicate a compelling equity story. A board’s ability to clearly articulate the company’s strategy and expected returns is crucial for building trust with shareholders. This means translating complex strategic plans into understandable and compelling narratives about returns on assets and equity. Clear communication helps align the interests of management, employees, and investors, ensuring everyone is on the same page regarding the company’s direction and potential.

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