# 393. From deflation to innovation and the new drivers of Japan

Page: https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585/393-from-deflation-to-innovation-and-the-new-drivers-of-japan
Text version: https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585/393-from-deflation-to-innovation-and-the-new-drivers-of-japan.md
Podcast: [FundCalibre - Investing on the go](https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585)
Published: 2026-04-22T23:00:00+00:00
Episode link: https://www.buzzsprout.com/1890790/episodes/19058267-393-from-deflation-to-innovation-and-the-new-drivers-of-japan.mp3
Audio file: https://www.buzzsprout.com/1890790/episodes/19058267-393-from-deflation-to-innovation-and-the-new-drivers-of-japan.mp3
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Duration seconds: 1098

## Resource

This episode explores the changing investment landscape in Japan and why it may be entering a new era of growth. With deflation ending, wages rising and corporate governance improving, companies are being pushed to deploy capital more efficiently. We’re joined by Alison Henry, investment specialist in Japanese equities from Baillie Gifford, this week who highlights opportunities in mid-cap innovators, the growing influence of artificial intelligence and Japan’s leadership in robotics and auto...

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