Within the past five years, Japan's corporate culture has undergone a seismic change. The government has implemented a new code of conduct for businesses forcing them to be more focused on shareholder returns.

Naturally, equity investors in Japan have been buoyed by such a change.

Nicholas Weindling, manager of the JPMorgan Japanese Investment Trust (JFJ), joins us to discuss how equity investing is changing in Japan, what opportunities the code has thrown up, and how he is taking advantage of this in his portfolio.

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