Hedge Funds Pushing for Japan Returns Get Help From Tokyo Bourse

  • Activist investors set to make record AGM proposals this year
  • They’re emboldened by exchange’s campaign to boost valuations
The entrance of the Tokyo Stock Exchange (TSE) in Tokyo.Photographer: Toru Hanai/Bloomberg
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Activist investors are poised to make record shareholder proposals in Japan this year, emboldened by a Tokyo bourse campaign to boost valuations, as the combined pressure on companies becomes one catalyst for a market that just hit a three-decade high.

The number of proposals submitted for this year’s shareholder meetings has jumped about 60% from the same time last year, according to data from consultancy IR Japan Holdings Ltd. It’s already reached 75% of last year’s all-time high of 58 proposals.