Is Japan back? With the country posting its third-straight quarterly expansion in Q2 2023 and the Japanese market at 33-year highs, our investment team hit the road to engage with some of our long-held companies and further discover what themes are driving investors.

A few members of Comgest’s Global Team managed to get around the world in less than 80 days. During Q1 2023, they criss-crossed the US, Japan, Korea and Taiwan in search of new ideas and meetings with the companies driving sector trends in our global equities portfolio. From AI to healthcare to semiconductors, this postcard highlights some of the insights and expectations gained on the ground.

As soon as the Chinese government announced the end of their strict Covid-zero policy, our Comgest China Investment Team hit the road to visit local Chinese companies that have been on our Quality Growth radar.