The former head of Blackrock Japan will join Yarra Capital Management’s board as a non-executive director and senior adviser for Japan.
Disruption is clearly the current buzzword of choice. Commentators, analysts and investors appear mesmerised by the seismic changes which are presently being forecast and the dislocation that will follow.
Companies frequently talk about taking out costs, boosting productivity and just simply removing 'fat' and avoiding 'cutting into the bone'. Dion Hershan, Head of Australian Equities at Yarra Capital Management, shares some of the team’s observations from reporting season.
We always learn a lot from research trips, sometimes in the most unexpected places. We were in Beijing last week and an off-the-cuff remark from our interpreter highlighted how pollution levels are approaching crisis point and how radical changes are now urgently required rather than just being desirable.
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