James Rosenwald (ジェームズ・ローゼンワルド), co-founder of U.S.-based Dalton Investments, said that large-scale investments lacking discipline could damage corporate value. He discussed how to view changes in the environment surrounding activist investors amid political and market developments in Japan.
An interview with Dalton Investments' James Rosenwald (ジェームズ・ローゼンワルド) presented the view that undisciplined large-scale investments damage corporate value. The remarks were made in a discussion of changes in Japan's environment surrounding activism.
The interview also touched on the LDP's project team's recommendation to limit the scope of shareholder proposal rights, portraying the political developments as part of a context in which they could affect activist investors and the promotion of corporate governance reform.
The article reports on the changing relationship between activist investors and the market and politics, while introducing the views of specific parties involved.