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Jamie Halse Profile picture
Jamie Halse
@JamieHalse
Style-neutral fundamental stock picker. Fund Manager for Platinum’s Japan strategies and International Brands Fund, Father, Husband.
Apr 5, 2023 • 6 tweets • 3 min read
Did you know that the average ROIC for MSCI Japan has improved to be the same as the US and slightly higher than Europe's?
1/n Image RoE is lower, due to much lower levels of leverage, BUT... 2/n Image