Video Transcript
Jayesh Kannan, CFA
Research Analyst
Global Equity Team
I’ve spent the past week here in Japan, meeting with many of our existing, and potential, portfolio companies across the software, services, and internet domains. Three highlights from the week gone by: the first is that the digitalization theme is well underway. Everyone here—large enterprises, the public sector, small and medium companies—are all adopting digital tools to enhance productivity. Second, there continues to be a chronic imbalance in supply and demand for talent because of unfavorable demographics. And the third is early enthusiasm by companies to adopt AI tools in order to increase efficiency and in use cases internally.
September 2025
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