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Market Musings - Quiet shifts, lasting impact - Small-caps

Van Lanschot Kempen Investment Management

Corporate governance in Japan has been evolving for years, but the pace of change is accelerating. Engagement is delivering tangible results. We observe companies introducing share buybacks, setting clearer return targets and refreshing boards. As illustrated in Figure 1, these actions reflect a cultural and regulatory push towards better capital discipline and more shareholder-aware decision-making. Recent policy shifts in Japan reflect a broader move towards more active capital discipline, reinforcing the momentum behind governance reform.

Van Lanschot Kempen Investment Management

Friday 5th December 2025

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