Thought Leadership
2025/9/19
Japan’s Stewardship Code, Third Revision: Accelerating Collaborative Engagement Between Investors and Companies
In June 2025, Japan’s Stewardship Code underwent its third revision. The key points of this revision are to enhance the quality of collaborative engag...
2025/6/27
What GPIF’s Stewardship Reports Reveal About the Future of Investor Engagement
In recent years, M&A activity and activist investor engagement have been gaining momentum in the Japanese market. One of the driving factors behin...
2025/4/2
On the Possibility of GPIF to engage in Impact Investing
Within Japan's impact investment community, there is growing discussion about the possibility of the Government Pension Investment Fund (GPIF) startin...
2025/3/21
Acceleration of AI Investment and Its Impact
Massive AI Investments by HyperscalersMajor global IT companies, known as hyperscalers, are aggressively investing in AI. Microsoft has announced plan...
2025/2/28
On the Publication of the Draft 7th Strategic Energy Plan
On December 17, the Ministry of Economy, Trade, and Industry (METI) of Japan released the draft of the 7th Strategic Energy Plan (*1). This plan outli...
2024/12/6
On Economic Rationale for Sustainability
This has been a year of many elections around the world. Looking back, it seems that support for populist policies has increased around the world. In ...
2024/8/30
On the Growth Potential of the Japanese Local Economy
Capital investment in Japan continues to expand. Looking back at capital investment in corporate statistics (excluding financials and insurance compan...
2024/8/2
Our View on the TOPIX Revision Proposal
On June 10, 2024, the Japan Exchange Group announced a proposal to revise the TOPIX, Japan's benchmark stock index. There are three important points i...
2024/7/26
Impact IPOs: Current Status and Challenges
Cadira Capital Management met with two companies that went public last year as "impact IPOs". Below is our summary of the current situation and challe...
2024/6/28
On the Japanese Government's Support for Impact Investing
The Japanese government has been taking initiatives to promote impact investing. Following the release of the Impact Investment Guidelines in March 20...
2024/3/22
On the Growing Interest in the Japanese Stock Market
On February 22, 2024, the Nikkei Stock Average reached a new market high for the first time in 34 years. This is a sign that expectations for the Japa...
2024/1/5
Listed Equity Impact Investing: Challenges and Opportunities
An approach known as "impact investing" is becoming increasingly popular in the investment world. In this article, we'll look at the challenges and op...
2023/7/25
A message from our Chief Investment Officer
At Cadira Capital Management, our mission is "Connecting the Investment Chain and Beyond". Our goal is to create, through investment, a virtuous cycle...
